Financial Planning Services | Honolulu, Hawaii
From Investment Management to Retirement Planning & More
Services We Offer Clients
A Personal Financial Plan Can Cover
- Retirement Cash Flow Projections
- Income Sources in Retirement
- Retirement Planning Analysis
- Roth Conversion Strategies
- Social Security Timing
- Estate, Tax and Insurance Planning
Professional Asset Management for a Fee
- Guidance on decisions about your money so you can achieve your personal and business goals
- Broad Diversification with Low-cost Funds and Individual Securities
- Risk-managed Approach and Investment Strategies to Reach your Financial Goals
Guidance on Real Estate Investing
- When to Purchase a New Home
- When to Sell Current Home
- Purchasing or Analyzing Rental Property
- Downsizing or Relocation based on Retirement Goals
401k, 403b, 457 Advantage
- We can provide advise on Employer-Sponsored Retirement Plans
- We provide analysis to see if an alternative lower-cost funds will better suit your employer plan
- If the plan sponsor allows we can provide management of Employer Accounts
Counsel on Generosity Strategies
- Review current giving plan that fits your situation and goals
- Provide assistance with giving opportunities and how to find charities
- Guidance on how to create DAF (Donor Advised Fund) with benefits for you and your chosen charities
Financial Planning for Life Transitions
- Getting Married or Starting a Family
- Getting a Divorce or Getting Remarried
- Medical Diagnosis and Steps for Spouse
- Death of a Loved One and Financial Steps for Surviving Spouse
- Inheriting Wealth and Passing Wealth to Heirs with Blended Families