After saving all our lives, we want
to enjoy life with total peace of mind.


After saving all our lives, we want
to enjoy life with total peace of mind.

Goals

• Find a personal advisor to manage  investments and make sure money does not run out
• Maximize investments at a comfortable risk level
• Identify opportunities to increase income
• In the event of the death of one spouse, ensure that someone trusted is there to assist remaining spouse
• Maintain wealth to pass on to adult children
• Determine wealth transfer strategies and which option is best

Services Provided

• Portfolio management
• Annual distribution of RMD
• Quarterly portfolio reviews, to include family members as desired
• Guidance on all financial decisions
• Coordination of estate plan with attorney
• Coordination of income tax return with CPA
• Property taxes and insurance payments for multiple residences

Get in touch

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OAHU OFFICE 1099 Alakea Street, Suite 2510 • Honolulu, Hawaii 96813 T: 808.585.7788 | Map

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