Retirement Specialists. Invested in your Success. On your Team.
We view financial success not as the goal in and of itself; but rather, as a tool to pursue what matters most. With every consultation, recommendation, and step in your plan, we steer you in your chosen direction.
And because retirement planning is about much more than money, we believe it’s important that you find an advisor that resonates with you; someone whose skillset meets your needs, and who makes you feel comfortable and empowered.
Each advisor at Hawaii Financial Advisors, Inc. has their own unique style. It is our mission to help you find an advisor who speaks to you.
Tim Geary, RFC®
Owner & Financial Advisor
Erin Egesdal, CFP®
Financial Advisor
Kimo Middlesworth, RFC, CFS, MSFS
Financial Advisor
Frances Wright, AAMS
Financial Advisor
Kylen Yamakawa, CFP®
Financial Advisor
Kyle Yanabu
Financial Advisor
Mieko Printers
Financial Advisor
Grant Yamaguchi, CFP®
Financial Advisor
Jonathan Yashiro, CFP®
Financial Advisor
Cole Yamakawa, CFP®
Financial Advisor
Mars Agustin
Client Services Director
Eric Miyamoto
Registered Assistant
Ruth Watts
Registered Professional
Understanding Today’s Financial Environment
We understand that individuals face unique challenges as they prepare for retirement. Whether you are growing your wealth or wondering how to convert the wealth you have already accumulated into an income stream that can last a lifetime, we can help. We take the mystery out of financial planning, identifying the investment strategies that best meet your needs of today and for many years to come.
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Helpful Content
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Medicare’s popular program, offering free gym membership and health education.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.