How we work


Planning for a confident retirement

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Planning for a confident retirement

Areas of focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning

Community participation

Connectedness, Community and Stewardship.
Connectedness, Community and Stewardship.

We are reminded every day how fortunate we are to live in paradise. One of the things that makes Hawai'i such a special place is the many people who devote their lives and careers to serving our community. That’s why we are grateful for the opportunity to thank and support them by volunteering on boards and community service projects. Each day we strive to embody the Hawai'i values of connectedness, community and stewardship.