Our Services

  • Retirement planning - to design an investment strategy to help you meet all of your retirement goals
     
  • Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
     
  • Retirement Asset Distribution Strategies - to help maintain your lifestyle well into your advanced years


    Jeff White, CFP was recognized in the February issue of Hawaii Business magazine as one of Hawaii’s Top 20 Financial Advisors in its article called “How Hawaii’s Financial Advisors Stack Up”.  click below to read more

     

              Hawaii Business Magazine