Our Services

Whether you’re looking to enjoy your retirement in the Honolulu area or travel the world, The Retirement Coach^SM can help you achieve your retirement planning goals. We start by performing an in-depth evaluation of your current financial situation, then help you develop overall objectives and specific retirement goals.

With changing economic conditions and market swings, The Retirement Coach^SM advocates investing sensibly over the long term and maintaining an adequate level of asset diversification and the proper balance of risk and return for your personal financial needs. As one of the Honolulu area’s experienced financial advisors, The Retirement Coach will work diligently to earn your confidence, and to be sure that you are comfortable with the retirement plans and wealth management strategies we create for you.

 

• The Retirement Coach? Investment Planning
  We act in your best interest. We work together to build a comprehensive financial plan that maps out an investment strategy to help you meet YOUR financial goals.
  
  Alternative Investing
  We believe that investing in non-correlated market assets is imperative to building a financial plan. We have access to a number of alternative assets that can be used to reduce volatility and increase either growth and/or income.
  
  Insurance Planning
  We offer life, disability and long-term care insurance. We are independent brokers and have access to multiple carriers and products to help make sure your insurance needs are met.
  
  Estate Planning Strategies
  We help you plan for the best and prepare for the worst. This includes management of your assets during your lifetime and to maximize the transfer of assets to those most important to you.
   
  Education Planning
  We help you plan for your family’s education goals. How to be most efficient in saving for private school and/or college education.

If you have any questions about the retirement planning and wealth management services we offer or how they will work for your individual financial situation, please do not hesitate to contact us.