Financial Advisors in Honolulu

August 5, 2021

A financial advisor in Honolulu can help you with financial planning concerns that come up in your life, from retirement planning to tax-efficient strategies. Financial advisors can be knowledgeable in many areas, including investments and tax-efficient strategies. Whether you’re looking for a new financial advisor or want some more information about what they do, this blog post is here for you!

Financial Advisors in Honolulu

There are many different financial advisors that focus on a number of areas, including retirement planning, tax-efficient strategies, and more. The process of finding the right financial advisor can be overwhelming, but it is possible. If you’re looking for a financial advisor in Honolulu, here are some things to keep in mind:

  • What type of service can the financial advisor provide? This can include retirement planning, estate planning, roth conversion, 401k, and tax-efficient strategies.
  • How much experience does the person have with their specific field?  For example, if they focus only in tax-efficient strategies but not on investments, consider finding someone with a more well-rounded experience that matches your goals and needs.

Retirement planning in Honolulu.

One of the many things a financial advisor in Honolulu can help you with is retirement planning. There are a number of steps to retirement planning, including measuring your current financial status and seeing what your goals are in terms of what kind of lifestyle you want to have in retirement. This information helps an advisor create a retirement plan that is tailored to you.

Tax-efficient strategies in Honolulu

A tax-efficient strategy refers to when someone takes steps to potentially reduce their tax liability by taking advantage of certain deductions or credits available to them. This could be anything from a credit for your children to an education tax deduction. A financial advisor can help you understand these deductions and help you create a tax-efficient strategy.

Roth conversions in Honolulu

When a Roth Conversions is processed, assets are moved from a 401k or Traditional IRA’s into Roth IRA’s or Roth 401K’s. As part of the transaction, taxes are paid at current rates. This process can help people who believe that taxes will be higher in the future than they presently are.

Estate Planning in Honolulu

Estate planning is a process that begins with thinking about what will happen to your assets once you die. This can include writing up wills, trusts, and powers-of-attorney for the executor of your estate – who can then implement these plans after you’ve passed away. A financial advisor can help with the process, but be sure to consult with a qualified professional regarding your estate plan.

Ways a financial advisor can help

Financial advisors can be helpful for everyone. Financial advisors can help you create a retirement plan, take advantage of tax-efficient strategies available to you and more so it’s worth finding one you’re comfortable with. If you want specific information about what our professionals do or how we might be able to help you in Honolulu, contact us today! We offer complimentary meetings where we can learn about your needs and what we can do to help.

Our Honolulu Financial Planning Office

Honolulu Office Financial Adivsor

55 Merchant St. #2100
Honolulu, HI 96813
Phone: (808) 545-2211

Monday -Thursday: 8am – 7pm,
Friday – Saturday: 8am – 4pm,
Sunday: Closed.

For additional questions, you can call us at (808) 545-2211 or you can find us on Yelp.

This content is provided for informational purposes only and is not intended to serve as the basis for financial decisions. Our firm is not permitted to offer tax or legal advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. A Roth Conversion is a taxable event and may have several tax related consequences. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA. E.A. Buck Financial Services is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered by registered individuals through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser and/or Buck Wealth Strategies, a Registered Investment Adviser. MAS and E.A. Buck Financial Services are not affiliated entities. AEWM and E.A. Buck Financial Services are not affiliated entities. Buck Wealth Strategies, MAS and AEWM are not affiliated entities. E.A. Buck Financial Services and Buck Wealth Strategies are affiliated by common ownership. 1276550 8/22

The views and opinions expressed by the writes are their own, and do not necessarily express the views and opinions of E.A. Buck Financial Services, MAS, or AEWM. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. E.A. Buck Financial Serivices and its advisors cannot offer tax or legal advice. Please speak to an appropriate professional for any tax or legal questions you may have.


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