How We Help
Planning for Every Stage of Life
We provide thoughtful financial planning and investment management for families navigating retirement, supporting multiple generations, and making important life decisions. Everything we do is built around your specific situation and goals.
Financial Planning
Creating realistic financial plans that account for today’s unique challenges such as the rising cost of living, family obligations, and three and four decade retirements. We help you prioritize among competing needs and make informed decisions.
Retirement Planning
Whether you’re five years from retirement or already enjoying it, we help you navigate Social Security decisions, pension options, healthcare costs, and creating reliable income with the goal of helping you live in comfort and dignity for the rest of your life.
Asset Management
Designing portfolios using diversified, cost-effective investments based on time-tested strategies. We focus on what you can control, such as fees, taxes, and risk, while staying flexible as markets and your life change.
Income Strategies
Developing withdrawal strategies and income plans designed to support your lifestyle, help family members when needed, and provide confidence that you won’t outlive your savings.
Wealth & Estate Preservation
Coordinating with your attorney to create estate plans that reflect your wishes, minimize taxes where possible, and help provide for children, grandchildren, or causes you care about. We don’t just give you a phone number and tell you to call an attorney. If you’d like, we will join with you and your attorney for each meeting to ensure a team approach to setting you up with the right plan.
Small Business Retirement Planning
Helping entrepreneurs create retirement strategies that work for both business and personal goals, including succession planning, exit strategies, and tax-efficient transitions.
Who We Help
Helping Families Build Their Financial Future
Our Client Ohana is largely made up of hardworking people who’ve built financial security through consistent saving and smart decisions over the years with solid foundations for retirement and family.
Pre-Retirees & Recent Retirees
Ages 55-75 transitioning into or through retirement. You’ve saved diligently, own your home, and want clarity on making your money last while taking care of family.
Healthcare Professionals
Nurses, physicians, and medical professionals. We understand the nuances and retirement benefits for Kaiser Permanente, HPH and Queen’s systems. It’s important to us to bring the same passion and professionalism to caring for your finances, that you’ve brought to caring for patients.
Sandwich Generation Families
Caring for aging parents while supporting adult children. You’re balancing multiple generations’ needs and want to be sure you’re taking care of your own future. From grandparents to great grandchildren, we make sure you can help those you care about most.
Active/Retired Military, Teachers and Public Employees
Educators and government workers with specific pension and TSA considerations. You deserve retirement planning that respects your service and understands the complexities and nuances of your benefits.
Pilots: Both Major Airline and Cargo
From unpredictable flight schedules to mandatory retirement at 65, pilots face a unique set of financial challenges. We understand the impact of industry changes—such as the Hawaiian-Alaskan merger—and help you plan confidently for what’s ahead. Whether you’re flying international routes or managing reserve duty, we provide a clear flight plan for your financial future.
Trades & Small Business Owners
Contractors, collision repair shops, and entrepreneurs. You’ve built your business and nest egg through hard work—now it’s time to make it work for you. We understand the unique needs and opportunities of running your own business as well as making your living working with your hands.