Broker Check

About Us

Smart Assets of Hawaii is an independent financial advising firm located in Honolulu, Hawaii. With five decades of experience, our team is here to help you get on track, stay on track, and navigate the everyday financial decisions of life. We provide financial planning services to pre-retirees, retirees, families, and business owners. Our services include assistance with insurance needs, investment advisement, retirement planning, and special needs planning.

One of our focus areas is financial planning for families who have dependents with special needs. We are passionate about helping you navigate the many complicated financial decisions your family must make day-to-day.

As fiduciaries, we will make recommendations that are in your best interest. Fiduciaries are legally obligated to act in the best interest of their clients, and we believe it is the best way for us to work with our clients.

What We Do

What We Do

We help you with financial planning, insurance, investment planning, tax planning, retirement planning, and estate planning. We work with you, your family and your other advisors to determine your current financial position and decide the next steps to build your plan.