Find Financial Advice for Retirement Planning in Kapolei, HI

August 13, 2021

The financial advisors in Kapolei can help you find the best 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 have 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 is very important in any retirement plan, as they can help you get the most out of your financial decisions and choices while still achieving 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 planners in Kapolei to find someone who has the experience and puts the best interests of their clients first. A financial advisor should be able to provide some type of certification and, most importantly, 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 in their best interest to help them reach their financial goals. Having this type of professional guidance will help ensure you make wise decisions 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 strategies, and financial planning to manage financial assets. They can help you set up a budget that allows for saving money in an emergency fund to cover unexpected expenses like medical bills. They also make sure your investments are diversified properly based on your level of risk tolerance.

Incorporate tax strategies in your retirement plan

An advisor can provide tax planning, which includes the preparation of a financial plan for your taxable income. Tax planning may be included in a retirement strategy and minimize the taxes you need to pay during your lifetime. Tax planning is a financial strategy that includes creating a financial plan for your taxable income.

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

That’s great news! The first step of any successful retirement plan is being able to answer these three questions: 

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 good 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. We are 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.

Investing involves risk, including the potential loss of principal. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

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.

Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM), 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. 992860 – 7/21.


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