1163 South Beretania Street
Build Your Wealth
We'll give you the tools designed to help reach your goals.
Enjoy Your Retirement
Maintain your lifestyle. Don't outlive your money.
Designing Your Legacy
Create a legacy that will take care of your loved ones for generations to come.
Everyone should have a financial plan. A professional financial plan will help you stay on the right track to reaching your goals.
Save for more than just retirement. Practice goals-based investing. We'll help you to figure out how you can reach your financial goals.
Mistakes can cost you hundreds or thousands of dollars. Let us help you avoid costly errors.
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.
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.
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.
Does your financial life need a check-up? Grab this free guide to learn how to get your finances in tip-top shape.
In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.