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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
With over 33 years of preparing tax returns, for all states, we have learned how to assist you in the management and planning for your taxes. We can assist you in legally mininizing your taxes while you are able to achieve your quality of your financial life.
We understand that life happens, and the changes aren’t always planned, which is why we regularly review your plan with you and adjust it when needed. Keeping your plan aligned with your priorities can help you stay on track to reach your financial goals.
Are your investments working for you? We have tools to analyze your current portfolio and help you understand if it’s helping you reach your financial goals.
The applications below help address investors’ greatest fear – If things go badly in the markets will I still be okay?
Nest Egg Guru makes client facing software to help financial advisors engage with and educate clients and prospective clients. The company was co-founded by J.R. Robinson and is the sister company to Financial Planning Hawaii.
