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Financial Planning

Financial Planning

Everyone should have a financial plan. A professional financial plan will help you stay on the right track to reaching your goals.

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Investments

Investments

Save for more than just retirement. Practice goals-based investing. We'll help you to figure out how you can reach your financial goals.

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Social Security & Medicare Planning

Social Security & Medicare Planning

Mistakes can cost you hundreds or thousands of dollars. Let us help you avoid costly errors.

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Special Needs Planning

Special Needs Planning

We help you to understand the various government benefits available, the best way to provide funds for your dependents, and how you can create a solid plan for your child for the future.

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Knowledge is Your Best Asset

Knowledge is Your Best Asset

Our Special Needs Hawaii YouTube channel has various educational videos on financial topics, such as investments, insurance, general financial planning information, and special needs planning topics.

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The Consequences of Not Planning for your Dependent with Special Needs

The Consequences of Not Planning for your Dependent with Special Needs

Having a dependent with special needs comes with many challenging financial aspects. Government programs and public benefits are some of the most important parts of special needs planning, yet one of the most confusing. Be proactive with your plans when you are able and ensure a successful financial future for you and your whole family.

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Unlocking the Treasures to Financial Wellness

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