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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

Tim Geary, RFC®

Owner & Financial Advisor

Erin Egesdal

Erin Egesdal, CFP®

Financial Advisor

Frances Wright

Frances Wright, AAMS

Financial Advisor

Kylen Yamakawa

Kylen Yamakawa, CFP®

Financial Advisor

Kyle Yanabu

Kyle Yanabu

Financial Advisor

Mieko Printers

Mieko Printers

Financial Advisor

Grant Yamaguchi

Grant Yamaguchi, CFP®

Financial Advisor

Cole Yamakawa

Cole Yamakawa, CFP®

Financial Advisor

Mars Agustin

Mars Agustin

Client Services Director

Eric Miyamoto

Eric Miyamoto

Registered Assistant

Ruth Watts

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

Medicare Advantage 101

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

Ways to Supplement Your Medicare Coverage

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

 

Healthcare Costs That Catch Retirees Off Guard

An article on three healthcare costs that often catch retirees off guard.

How Families Can Build a Financially Informed Legacy

How Families Build a Financially Informed Legacy: From Wealth Creation to Stewardship Across Generations

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

The Business Cycle

How will you weather the ups and downs of the business cycle?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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