Financial Planning: The Value of Being Prepared
In Hawaii, we believe financial planning with an advisor is especially important no matter how much you make, how old you are, or what you dream to do over your lifetime.
Stories
New Normal
For over a year now we have lived out a “new normal.” We have made our homes into our offices, spent holidays with our families over Zoom, and watched the latest blockbuster film from our own living rooms.
Compassion in a Texas Storm
Krystal and her family were caught in the legendary Texas snowstorm and experienced the compassion Texans still carried for one another even during the wake of the storm.
Growing Plants from Seed
A year since Troy started his garden, he’s grown over 75 pounds of vegetables, including bok choy, sweet potatoes, kale, tomatoes, spinach, lettuce, carrots, soybeans and various herbs.
How to Invest in Yourself as a Young Adult
A common misconception is that every individual has to be great at everything to join and contribute to a thriving team.
New Year’s Resolutions
In order to reach impossible dreams, we must first stop putting limits on what we want to accomplish.
Should You Get a Pet?
Adopting a pet can be an excellent way for children to experience responsibility, empathy, and loving compassion.
What Financial Responsibility Means at 21
At 21, Jenna reflects on growing up with a dad as a financial advisor.
Birthday Party Learning Opportunities
What if the time invested in planning a birthday party can yield valuable life lessons for your child as well?
Our Logo
Much thought went into the design of our company, and we needed a logo that would clearly represent who we are. Our logo is about our clients, not us.