24 years of serving kamaaina as a trusted advisor and fiduciary. We believe the most important part of financial planning is 'life planning'. We provide comprehensive financial planning services designed to address all your most pressing questions. Our proven 'SEA Principles' of planning include: 1. Protection Planning, 2. Investment Management, 3. Retirement Planning, 4. Tax Planning, and 5. Estate Planning. For us, being a fiduciary is not just a legal requirement, it's our ethical responsibility. It comes down to always doing the right thing for our clients. Let's schedule a brief, no-cost/no-obligation consultation. Together, we'll find out if we're a good fit for . We look forward to learning more about you and your unique situation.