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Retirement and Estate Planning Specialists

Retirement and Estate Planning Specialists

Specializing in the unique financial needs of the Hawaii Government Employees Association (HGEA) and their families.

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Financial Solutions

Financial Solutions

We always place our clients’ needs first. From wealth management, retirement and estate planning our professionals can help you design a financial strategy that fits your goals.

Our Services

Specializing in wealth management, retirement planning and estate strategy for individuals and families.

Retirement

Your most important financial milestone

Wealth Management

Portfolio construction and risk management

Estate Strategy

Strategies for every phase of life

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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