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Financial Planning Hawaii

Hawaii financial planning firm giving households broad planning reviews beyond investment management

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About Financial Planning Hawaii

Financial Planning Hawaii is a fiduciary financial planning firm in Hawaii. It treats planning as more than picking investments, and describes its reviews as a hunt for mistakes, oversights and opportunities in a client's finances. It states more than thirty years of experience.

Products and services

  • Comprehensive planning reviews: a broad look at a household's finances using documents held in a secure online platform.
  • Tax planning: with awareness of tax risks and opportunities that clients can discuss with their own accountant.
  • Retirement planning: retirement savings and spending stress tests, plus IRA and small business retirement plans.
  • Asset and beneficiary reviews: checks on account registrations and beneficiary designations.
  • Education planning: funding strategies including 529 plans.

Who it serves

Households and investors concerned about whether their savings will last. Staff include a Certified Financial Planner, and the firm publishes articles on planning topics.

Key facts

  • Based in: Hawaii, USA
  • Experience: over 30 years
  • Process: follows the seven-step planning process, covering the first five steps in a review

Profile written by TrustList from the business's own published information, Oct 2026.

Rankings

As of 2026-10-12. Organic ranks only; sponsored placements are never ranks.

What the business tells TrustList

Founded
1996 (30 years) evidence sent

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