Find Financial Advisors for Retirement Planning in Kapolei, HI

August 13, 2021

The financial advisors in Kapolei can help you find the right retirement planning strategies for your financial needs. There are many services that can be included, such as 401k, IRA, long-term care insurance, and more. It is important to consider an advisor who has experience with these services available to you when making decisions about your financial future.

When looking at retirement plans there are two main areas to focus on: the amount saved up before retiring (the goal) versus how much income will be needed each year after retirement (how much).

What is the first step of retirement planning?

The first step in any of the retirement planning process is figuring out what kind of lifestyle one wants during their post-retirement years. This includes determining whether or not they want to maintain their current lifestyle or adjust it to a more conservative approach.

The financial advisor may be very important in any retirement plan, as they can help you with your financial decisions and choices while being aware of what type of lifestyle goals you set for yourself.

What to look for in a financial advisor in Kapolei?

It would be best for anyone looking at financial advisors in Kapolei to find someone who has the experience and knowledge that they are looking for. A financial advisor should have an understanding of your financial goals, which means they will need time in order to get familiarized with everything you want from them.

What does a financial advisor in Kapolei do?

Some people may think that a financial advisor is just someone who sells stocks on the market all day long, but this isn’t true at all! A financial advisor in Kapolei also provides their clients with advice about how to utilize financial products to help them reach their financial goals. Having this type of professional guidance will help regarding your finances because there are many factors involved with retirement planning!

Financial planning services may include wealth management, education, retirement planning, and investment counseling. Advisors use their knowledge of financial products, tax-efficient strategies, and financial planning to help you manage financial assets. They can help you set up a budget to help you save money in an emergency fund to cover unexpected expenses like medical bills. They can also help you diversify your investments based on your level of risk tolerance.

Incorporate tax-efficient strategies in your retirement plan

An advisor can provide tax planning, which can include the preparation of a financial plan centered may be able to help you potentially minimize the taxes you need to pay during your lifetime. Tax planning is a financial strategy that includes creating a financial plan around tax-efficient strategies.

So you’ve decided to take the plunge and start planning for retirement?

That’s great news! Here are a few questions to consider when creating your retirement plan:

1) What are your short-term goals,
2) what do I want my financial future to look like 5 or 10 years from now,
3) how much money will it take me to achieve that vision.

These are all things a financial advisor can help you with. Contact us today for more information on our services, and let’s get started building your financial future.

Our Kapolei Financial Planning Office

Kapolei financial advisor

1001 Kamokila Blvd. #136
Kapolei, HI 96707
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.

This content is provided for informational purposes only and is not intended to serve as the basis for financial decisions. 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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