Focused On You.
We can help you grow — and preserve — what you’ve worked a lifetime to build.
Hawaii News Now Logo
HI now logo
Star Advertiser Logo
Pacific Business News Logo
The Business Journals Logo
PBN Fastest 50 Logo
Hawaiis Best Logo Star Advertiser
Yahoo Finance Logo
Associated Press logo
Wealth management Logo
Your Financial Confidence Starts With
First, we spend time getting to know you and your family’s needs and goals.
Next, we create a clear, detailed financial plan that will help you pursue your lifelong goals.
Our team of trusted advisors implement your custom plan — and answer any of your questions along the way.
We meet with you regularly to help ensure your financial strategy is still working for you and your goals.
What clients are saying:
Proactive Tax Planning to help
Protect Your Retirement Income
Tax planning for retirement is harder than you think — especially when you can’t predict future tax rates and laws. When you work with us, we’ll show you strategies for managing taxes in your investments, health care and estate plan. We’ll also help you avoid the common mistakes and surprises that could reduce your retirement income.
How Confident Do You Feel?
Unless you answered “Yes” to every question, we encourage you to schedule a meeting to talk through your retirement-readiness plan.
This Is Us
Meet Your Team
Serving clients since 1980
Learn about the people who are ready to help you live life to the fullest.
Have you answered these 6 key questions?
Whether you'll have enough income to last through retirement is dependent on a number of factors. Get a head start with this 4-page guide. You'll find out:
- Why you need to track your current spending habits
- How your spending could change in retirement
- When to account for inflation
Attend a Dine & Learn Workshop
Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more. Or watch one of our webinars.