Retirement & Legacy Planning for Kahala and East Honolulu Families
One Plan for Your Retirement and Your Legacy
Most Hawaii families in their 50s and 60s have a financial advisor or an estate plan — but rarely both working together. At Sage Financial Investments, we build your retirement income strategy and your legacy plan as one complete picture, so nothing falls through the cracks.
Sage Financial Investments is a fee-based, fiduciary firm. Most of our compensation comes from transparent advisory fees. As fiduciaries on the advisory side, we’re obligated to act in your best interest and disclose any conflicts of interest.
Are You Making the Right Financial Decisions for Your Future?
Most people in Hawaii aren’t sure if they’re truly on track…
Are you confident you can retire comfortably?
Do your investments actually match your risk level?
Are you paying more in taxes than you should?
Is your family fully protected if something happens?
👉 If you’re unsure about even one of these… it’s time for a second look.
✅ How We Help You Take Control
✔ Get a clear, honest picture of your financial situation
✔ Build a retirement plan designed for your lifestyle in Hawaii
✔ Reduce unnecessary taxes and investment risk
✔ Align your investments, income, and estate plan into one strategy
✔ Make confident decisions without guesswork
Our Financial & Legacy Planning Services
Retirement Roadmap
Know exactly when you can retire, how much income you will have, and how to make your money last with a tax-efficient plan built for Hawaii.
Learn More →Life Transition Planning
Retirement, inheritance, the loss of a spouse, or selling a business — we guide you through the decisions behind life's biggest changes.
Learn More →Wealth Management
Personalized, diversified investment strategies that align your goals, income, and estate plan into one coordinated picture.
Learn More →Free Second Opinion
Already have an advisor? Get a clear, no-pressure review of your portfolio, risk level, and retirement timeline. No cost, no obligation.
Learn More →Frequently Asked Questions
Do you work with families in Kahala and East Honolulu?
Yes. Our office is in Honolulu’s 96816 area, minutes from Kahala, Waialae, and Kaimuki, and we work with families throughout East Honolulu and across Oahu. We meet in person or by video, whichever you prefer.
What does “fee-based, fiduciary” mean for me?
We’re a fee-based firm: most of our compensation comes from transparent advisory fees for managing your investments and building your plan. In some cases — such as certain insurance or annuity products — we may also be compensated through commissions, which we disclose to you. As fiduciaries on the advisory side, we’re obligated to put your interests first and disclose any conflicts of interest.
Is there an account minimum?
Reach out and we’ll tell you honestly whether we’re the right fit. Our first conversation is a complimentary consultation with no obligation.
Do you meet in person in Honolulu?
Yes — in person at our Honolulu office or by phone or video, whatever works for your schedule. We serve clients across the Hawaiian islands and several mainland states.
How do you combine retirement and estate planning?
Many Hawaii families have an advisor or an estate plan, but rarely both working together. We coordinate your retirement income strategy and your legacy plan as one picture, so your investments, income, taxes, and estate documents all point in the same direction.
Get a Clear Financial Plan — Start With a Free Consultation
Stop guessing. Start planning.
📞 Speak directly with a local Hawaii advisor
📍 In-person or virtual appointments available
🛑 No pressure. No obligation. Just real answers