We’ve made the right decisions for our business.
Now we want to do the same for our retirement.
We’ve made the right decisions for our business
Now we want to do the same for our retirement.
Goals
• Build nest egg to provide family security
• Fund kids’ education
• Grow and sustain retirement income
• Minimize taxes, maximize personal and business assets
• Develop business exit strategy, next steps after corporate life
• Develop contingency plan for spouse should the unforeseen happen
Services Provided
• Portfolio management
• Retirement planning
• Education planning
• Guidance on financial decisions
• Coordination of estate plan with attorney
• Coordination of income tax return with CPA
Get in touch
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MAUI OFFICE 444 Hana Highway, Suite 203 • Kahului, Hawaii 96732 T: 808.446.8299 | Map
CALIFORNIA OFFICE 1304 Santa Rosa Street • San Luis Obispo, CA 93401 T: 805.517.4122 | Map
CALIFORNIA OFFICE 104 Gateway Center Dr c, Paso Robles, CA 93446 T: 805.517.4122 | Map