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.
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.Contact Us
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Determine your potential long-term care needs and how long your current assets might last.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
A look at the new, record-high retirement contribution limits from the IRS.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Understanding the economy's cycles can help put current business conditions in better perspective.
Marriage changes everything, including your insurance needs.
Steps to help you sustain and grow your retirement savings.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn about cyber liability insurance in this entertaining video.
When do you need a will? The answer is easy: Right Now.
You’ve made investments your whole life. Work with us to help make the most of them.
Bucket lists don’t have to be for tomorrow.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.