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
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
The Values Shaping Your Financial Decisions
A look at how everyday spending, family gifts, and charitable giving can work together to reflect what you care about.
Debt Stress
There’s a link between debt and stress.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
Building a Practice That Evolves
Financial guidance is evolving, presenting new opportunities for growth and innovation. Unlock new opportunities!
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.