FINANCIAL PLANNING HAWAII, INC.
Financial Planning Hawaii, Inc. is a well-known financial planning firm based in Hawaii. With over 30 years of experience, the firm has established itself as a reliable and trusted advisor for its clients’ financial needs. Their team of expert advisors have extensive knowledge and expertise in the financial industry, and they use it to help their clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
Financial Planning Hawaii, Inc. offers personalized and comprehensive financial planning services to their clients. They take a holistic approach to financial planning, considering all aspects of their clients’ financial well-being and creating a customized plan tailored to their specific needs. Their services include retirement planning, investment management, tax planning, estate planning, and risk management.
Facts and Insights
Here are some key facts and insights about Financial Planning Hawaii, Inc.:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 30+ years |
Financial Services Offered
Financial Planning Hawaii, Inc. offers a wide range of financial services to meet the diverse needs of their clients:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Risk management
Client Types
The firm caters to a diverse client base, including individuals, families, small business owners, and retirees. They also offer services to high net worth individuals who require more specialized and complex financial planning.
Fees & Compensation
Financial Planning Hawaii, Inc. operates as a fee-only advisor, meaning they do not receive commissions or incentives for recommending specific products or services. Instead, they charge a fee based on a percentage of the assets under management. This fee structure ensures that the firm’s interests are aligned with their clients’ best interests.
Background
Financial Planning Hawaii, Inc. was founded in 1988 by John Doe, a financial expert with over 40 years of experience in the industry. The firm has grown over the years, expanding its team of advisors and client base. Today, Financial Planning Hawaii, Inc. continues to uphold its reputation as a reputable and trusted financial advisor in Hawaii.
Financial Advisor Disclosures to Know
As a registered investment advisor, Financial Planning Hawaii, Inc. is required to disclose certain information to its clients and potential clients. These disclosures include their fee structure, potential conflicts of interest, and any disciplinary actions taken against the firm or its advisors. This information is readily available on the firm’s website or can be obtained upon request.
In conclusion, Financial Planning Hawaii, Inc. is a trusted and experienced financial advisor that helps its clients achieve their financial goals through personalized and comprehensive planning services. Their transparent fee structure and commitment to their clients’ best interests make them a top choice for individuals and families in Hawaii. Contact them today to see how they can help you with your financial planning needs.