Financial Advisors Honolulu

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Financial Advisor Honolulu:

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Are you tired of stressing and worrying over finances? At Financial Advisor Honolulu, we are here to take the stress out of financial planning! Call or contact us today for a consultation with one of our Honolulu certified financial planners!

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Financial Advisor Honolulu

Are you really as prepared as you think?

At Financial Advisor Honolulu, we understand how stressful it can be to plan for the future. Many people don’t even know where to start, which is where we come in! We want to help you make sure that you are prepared for any situation. Whether it’s death, disability, or more, our financial advisors are dedicated to helping you make sure you stay on the path to financial freedom and security.

We provide free life insurance quotes.

Contact us for a fast and free quote!

About Us

We have been a part of the community for years, and have been able to help countless people just like you. No two people’s financial situations are exactly the same, which is why our team of advisors has been educated in many different areas and financial services to make sure that no matter what your financial needs are, we can help you meet them and more.

Whether you need life insurance, disability insurance, retirement planning or more, Financial Advisor Honolulu offers a wide variety of financial services and products to help you ensure that your plans for the future are safe and stay on track.

All of the different services we offer allow us to offer a wide variety of solutions to the many different financial problems that many people run into. At Financial Advisor Honolulu, we specialize in:

  1. Financial Planning
  2. Life Insurance / Annuities
  3. Retirement Planning
  4. Business Planning
  5. Children Education Goals
  6. Wealth Management / Investments
  7. Disability Insurance / Income Protection
  8. Cash Flow Management / Debt
  9. Estate Planning
  10. Long Term Care Insurance

Talk to a financial advisor about your specific needs so that they can make personalized financial recommendations for you.

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Why Choose Us?

From our beginning many years ago, our mission has been to help people build the pathway to their financial success. We believe in the importance of building a relationship with our clients by laying a foundation of trust.

We know that finances are a personal subject, and we want you to feel completely comfortable from the moment you come to us. Our team of advisors are all educated professionals that treat each of our clients with the highest level of professionalism.

Our clients love us because we can help you offer solutions that are truly beneficial to you. Our clients’ trust means more to us than anything else, and we believe that it shows in our interactions!

Financial planning can seem difficult or overwhelming, but if you call or contact us today, we can help you take the first steps! Our financial advisors are available upon request for appointments in our office, or ask about a virtual meeting!

We provide free financial plans.

Contact us for a free a financial consultation!

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How It Works?

Before we can offer the right solutions for you, we need to sit down and go over your finances. This will actually help give you and your advisor an accurate idea of where you are currently in your financial situation. Once we can quantify your goals, we can start to help you make a financial plan that can help you work towards those goals.

It may seem uncomfortable to have someone going over your finances, but just remember that we are here to help, not to judge! Our purpose is not to shame you, or to make you feel bad if you are not doing the right things. Our clients come to us because they need help, so it’s okay to not be where you want to be yet. The important thing is that we will work together to help you get there.

Financial security and freedom will not happen overnight. That’s why the sooner we start to prepare, the better! We don’t want to overwhelm you with too much information right away, it is important to start with the basics and focus on the most important things.

Financial Services Honolulu HI

At Financial Advisor Honolulu, our team of financial advisors and financial planners offer a number of financial services to our clients. No matter what you are looking for, our team is dedicated to making sure that you find what you are looking for to help you and your loved ones be financially prepared for the future.

Financial Planning

You might be wondering “what is financial planning, and how do I find financial planners near me?”

Financial planning can help to open the door to all other financial services, and is a good first step in working towards successful financial management. Financial planning allows you and your certified financial planner to see where you are currently. Then, together, we can come up with a financial strategy to help you make sure that you are ready for the future, and working towards meeting all of your financial goals.

Long Term Care Insurance

Over half of people find themselves in a situation where they are unable to take care of themselves in their old age, and need assistance. Whether it is full time care, or a nursing home, long term care can be very costly, and can quickly drain your savings.

Long term care insurance helps you prepare for the future by saving now in the event that you might need long term care in the future.

Life Insurance Honolulu HI / Annuities

If you are looking for life insurance in Honolulu, Financial Advisor Honolulu can help you! We cannot predict when you are going to pass away, but with life insurance, we can help make sure that when the time comes, your loved ones are taken care of.

Whether you are looking for whole life insurance or term life insurance, our advisors double as insurance agents, and can help you find life insurance quotes and more.

Retirement Planning Honolulu

It is never too early to start thinking about your financial future, so whether you are looking for retirement annuity, or trying to figure out how to choose a financial planner for retirement, we are ready to help you start planning out your future.

Retirement planning helps to ensure that you can live comfortably after you retire, and that you can have enough money to live carefree and enjoy retired life!

Business Planning

If you are a business owner, Financial Advisor Honolulu can help you ensure that you and your employees are prepared.

Our different group life and group disability income insurance packets can help you make sure your employees are taken care of, so you can focus on growing your business. Talk to a Honolulu financial planner advisor or life insurance agent to see what we can do for your business.

Children Education Goals

No matter what your children want to grow up to be, Financial Advisor Honolulu can help ensure that they will be set up for success.

Our financial counselors can help you start setting aside money for your child’s future education now, so that they can be ready for whatever the future may hold for them.

Wealth Management / Investments

We know that you work hard for your money, but is your money working just as hard for you? At Financial Advisor Honolulu, we want to make sure you are getting the most out of your dollars.

Our wealth advisors and money managers can help you put your money in better places, so that it can do more for you.

Whether you are risky or cautious, we can help you put your dollars in the best place possible for your future.

Disability Insurance / Income Protection

One of the best ways to prepare for the future is disability income insurance. Unfortunately, many people suddenly find themselves in a position where they are unable to work. If this happens, you might have to sacrifice future financial goals in order to make ends meet.

Our Honolulu financial advisors want to make sure that if this were to ever happen to you, you would be prepared. Disability insurance ensures that even if you cannot work, your future does not have to be completely derailed.

Cash Flow Management / Debt

Do you feel like your money just comes and goes? When a lot of our clients first come to us, they are surprised by how much of their money gets spent on needless expenses every month.

Our financial planners in Honolulu want to help you make sure that your money is going in the right places to help you build up your financial future.

If you are worried about debt, we can help you build a plan to help tackle that too. Money management is our speciality, so let us help you build a game plan for financial freedom!

Estate Planning Honolulu

Do you know what happens after you die?

Without proper planning or a will, your state decides what happens to your belongings. Estate planning helps to ensure that after you go, you get to decide what happens to the things you care about.

More importantly, estate planning can help to ensure that if you have children, they can go to a safe place with people you trust.

About Honolulu

Honolulu, which means “sheltered harbor” or “calm port” in Hawaiian, is the Capital of Hawaii, and has a population of around 345,064 people.

Honolulu is a beautiful city, full of tourist destinations, whether you are a history buff or an outdoorsman. With countless breathtaking locations and Diamond Head crater in the distance, Honolulu is a great spot that anyone would be sure to enjoy.

Financial Advisor Honolulu has been a proud part of the community for years, helping both those in Honolulu and in the surrounding areas, such as:

  • Kailua, HI
  • Waipahu, HI
  • Kaneohe, HI
  • Pearl City, HI
  • Ewa Beach, HI
  • Waimalu, HI
  • Aiea, HI
  • Ahuimanu, HI
  • And many other surrounding areas

Industry Frequently Asked Questions

When you come in to see a financial advisor, you might have questions, like “What is a financial advisor?” It is okay to have questions, and we believe that everyone should come in with questions to ask a financial advisor.

What does a financial advisor do / how to find a financial advisor?

Our financial advisors in Honolulu HI can help you take a look at your financial plan so that you can determine what might need some work. By looking at your financial goals and your current financial situation, your Honolulu financial advisor can help make recommendations and offer solutions so that you can meet your financial goals to fill your needs.

At Financial Advisor Honolulu, we can help you find the right financial advisor for you. Just call us and we can help set you up with one of our many talented financial consultants in Honolulu.

When to get a financial planner / how to find financial consultants near me?

It is never too early to get a financial planner, financial consultant, or wealth advisor. We are here to help you prepare for the future, and there is no better time to prepare for the future than the present. The earlier you start to plan, the more prepared you will be when the unexpected hits you.

Where can I find an insurance company near me?

Financial Advisor Honolulu offers many different Honolulu financial services, and that includes life insurance. We can help you be prepared in many different ways, and life insurance is just one of the many services our financial company offers.

Financial Advisor Honolulu Reviews

Our financial planners in Honolulu have been helping people for years. From the moment you come in, you will be met with a level of professionalism and friendly service that has set us apart from other financial companies, which is exactly why our clients love us so much!


When I was looking at all of the different financial advisors near me, I wasn’t sure how to choose a financial planner, so I contacted Financial Advisor Honolulu, and they helped me get with the advisor that I’m with right now, and I couldn’t be happier! She is so patient and always answers all of my questions, and has really helped me whip my finances into shape!

- Lydia P.


I have worked with life insurance companies before, but these guys really are the best financial advisors in the business. They are always professional and kind, and they are very knowledgeable about all different types of financial services.

- Jeff L.


My certified financial planner in Honolulu is amazing! Every year he calls and checks in with us so that we can have a virtual meeting and make sure that we are still on track to reach our goals.

- Hannah G.

Get a free financial plan today.

Contact us today for your free financial plan!

Contact Financial Advisor Honolulu Today to get started on the path to a brighter financial future

At Financial Advisor Honolulu, we understand how important financial freedom is, and we can help you achieve financial goals that might currently seem overwhelming. Finding solutions to popular financial struggles is what we do best! We want to help you make sure that you are financially prepared for whatever will come your way.

Whether it is death, disability, or retirement, it is important to be ready for any financial possibility. So if you are tired of constantly stressing over your financial situation, give us a call and let us help you get started on the path to financial security and success!

Financial Advisors Honolulu

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