Estate Planning For Young Families, Estate Planning, Wills and Trusts, Advantages of Life Insurance In Trusts
“Having to deal with death of Dad, care and protect mom, and what is now only her estate; we were just unorganized, worried about mom, stressed and just lost.”
“The staff has explained all the steps, regarding my finances, to me carefully and have been open to answering all of my questions, even taking the time to clarify when I didn't fully understand things.”
“I may have been told some of the information before, from another financial advisor, but he presented it in such a way that the information “registered,” and the visuals helped tremendously!”
Wealth Management Process, Financial Planning For Life Transitions, Retirement Planning
“Have never done an annuity before and don't know much about them, but this father and son helped get me through the process to set one up and it seemed to go well.”
“He understands the level of sophistication of his clients and provides appropriate guidance to not only achieve their financial goals but to also sustain their level of wealth independently.”
“I thought I was years away but after sitting with their team and figuring out where exactly I was financially, We cleared up my nest steps and turns out I just had to focus on my credit and budgetting to be ready to buy my first home.”
“My mother-in-law was in dire need of good financial advice when she fell victim to a financial fraud scheme being perpetrated on elderly civil service employees.”
“Everyone, regardless of income can benefit from a financial advisor, and personally I can say that Glennel and her partners at Summit are extremely knowledgable, great communicators (even with me who's very ignorant and uneducated in anything finance...”
“Brandy helps you identify what's holding you back from achieving your goals and she gives you the tools to move past them and achieve any goal you want to accomplish.”
“The Creative RN Team understands the unique financial circumstances of health care employees from new grads paying off loans and saving for a home to experienced professionals focused on savings and retirement.”
“When you're evaluating someone to trust with your life investments, the choice is complex -- track record, satisfied clients, efficient trade execution, thorough long-term planning, strong technical and reporting capability, strong reputation and per...”
“I left my name and number with him at his booth and several days later got a call back to see where we were at with financial and future planning for my son and for our family.”
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Retirement Planning and Investment Management Services Estimated Cost in Honolulu, HI 2022