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Estate Planning Consultants of Hawaii

(46)

Estate Planning, Wills and Trusts, Critical Trust Funding, Property Transfer and Gifting

“Steve and the Estate Planning Consultants team worked with my father on establishing our family's estate plan more than 15 years ago and that was a huge help in making things go smooth recently when my father became very ill.”

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E.A. Buck Financial Services

(31)

Financial Advice
Taxes
Annuities

“Highly recommended company, I have been a satisfied client of Lorin Chun for over 15 year's, Lorin has given me great financial advice over the year's, and he continues to do so with the BEST customer service!!!”

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Tudor Wilson & Associates Cpas

(1)

Tax Services, Business Services, Services For Individuals

“Get to know them.”

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A-1 Business Services

(1)

“Seaton the Owner is a gift to every small business in Hawaii Positive Responsiveness, Professionalism”

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Sea Financial Hawaii

“If you are ready for an actionable, comprehensive financial plan, you've come to the right place. We use a proprietary process to help us to focus on your financial needs, desires, goals and challenges. At SEA Financial Hawaii, our team is attentive,...”

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Sterling & Tucker

(16)

Understand
Questions
Trust

“My grandmother's estate planning and irrevocable trust was completed by them over 15 years ago and they are still responsive and helpful with the trust and my duties as trustee.”

Featured

11/30/22 Medicaid Planning Seminar With Michelle Scully Hobus Our Medicaid Planning seminar is designed to provide you with general information about planning strategies you can implement now to deal with the possibility of you one day needing long-term care and that need increasing the longer you live. The cost of that care may cause you to turn to Medicaid for help. Medicaid planning ensures that if you do need to qualify for Medicaid, you won’t lose your retirement nest egg as a result. This seminar is not designed to teach you how to qualify for Medicaid today...

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Sage Capone - Sage Financial Investments

(22)

Wealth Management Process, Retirement Planning, Services Overview

“" Sage has a very welcoming, friendly, professional and personable nature who works with integrity to provide his clients with sound financial advice and guidance.”

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Cadinha & Co.

Retirement Services, Financial Planning, Investment Management

“Net worth is a term that you hear a lot in our industry. Your immediate reaction to the word worth is probably dollars in the bank. But, is that how you would describe your worth? Isn't your worth really the greater sum of everything you spent your l...”

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Fee-Only Planning Hawaii

(17)

Saving
Long Term Care Insurance
Policy

“We were completely confused about what to do with the class action settlement options, and he was able to steer us through the process of changing her policy without giving up too much and saving her over $1000 per year on premiums.”

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Occpa

“We prepare tax returns and advise on tax matters for estates, trusts and individual as well as all types of businesses entities and we prepare FIRPtA and HARPTA applications. We are thourghly familiar with US tax matters involving international incom...”

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Won G Cho, CPA

(1)

Accountants

“Great location nice ataff”

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Summit Financial Advisors

(12)

Understand
Expertise
Meeting

“She comes to our house to do an annual evaluation which includes not only discussing accounts that I have with them but also what's happening with my other investments.”

FAQs

Is there an account minimum for your clients?

Our minimum investment for new clients is $250,000, however, we will waive this in certain circumstances for existing client's family or friends as well as other trusted advisors we have relationships with.

Why not invest with a low cost provider like an online robo wealth advisor?

While low cost providers are great because of their low fees, they might not provide everything you need such as local servicing or someone to explain to you face to face how your investments are doing. They may not be there when you need them most, in getting coaching during market downturns and reminding you of your long term goals and overall plan.

Does it cost anything for the first meeting?

No, our primary aim during our first meeting is to understand you and your priorities. During this session, we outline our approach and discuss our fee structure. Together, we'll determine if we're a good fit for one another.

Why work with a team?

Collaborating with a team brings a wealth of advantages. With a team, you benefit from a diverse range of expertise and perspectives, ensuring comprehensive financial planning tailored to your unique needs. Additionally, a team offers greater availability and support, with multiple professionals available to assist you, enhancing responsiveness and coverage.

How often should I see my financial advisor?

We suggest meeting at least once annually. Even if you perceive no changes in your circumstances, there could be updates in tax laws or regulations that impact you, or we may uncover strategies to benefit you. For clients with more complex financial plans, meeting two to four times a year may be advisable to swiftly incorporate any necessary adjustments.

More answers can be found on the FAQ page of our website.

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Robert Priske

(2)

“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.”

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Sweep Strategies

(8)

Sweep Business, Sweep Real Estate, Sweep Lending

“And it's all legit - in fact, the banker who helped us get things rolling was also familiar with Sweep Strategies and said the strategy which he also applies was worth more than his college education!”

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Mosaic Pacific Investment Advisors

“Honolulu based investmentfinancial advisory and financial planning firm. Chartered Financial Analyst, Certified Financial Planner | Financial Advisor”

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ARK Wealth Advisory Group

“We offer a complete range of financial services for the high net worth investor located in and around Honolulu, Hawaii. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling...”

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Agape Wealth Management

(6)

“This was my first year needing to have my taxes done by a professional, I was having a hard time finding anyone that was accepting new clients and wasn't charging an arm and a leg!”

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Hawaii Financial Advisors

(1)

The HFA Process, Investment Philosophy

“I am not knowledgeable on heavy financial subjects, and Tim is able to explain them to me in an easy to understand way.”

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Smart Assets of Hawaii

(5)

“I've known Kirk Barth for over 30 years and he has helped me with financial planning and is extremely professional and thorough in explaining various options.”

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Honolulu Financial Partners

Retirement Planning, Investment Planning, Client Support Services

“Honolulu Financial Partners is an experienced, sophisticated, yet approachable wealth and investment management firm committed to delivering an exceptional client experience to hard working individuals, families, and business owners who are at or nea...”

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Inpac Wealth Solutions

(13)

Retirement
Estate Planning
Understand

“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!”

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Coda Financial Group

(1)

“Most awesome helpful people when it comes to our money managemen.”

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Latitude Wealth Management

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”

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Anton Financial

“Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication ha...”

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Average Cost	$3704
Minimum cost	$1235
Maximum cost	$10494
Avg Per Hour Rates	$371

Best Financial Advisors in Honolulu, HI

The highest-rated Financial Planning & Wealth Management companies out of 197 vetted & reviewed in the Honolulu area.

Estate Planning Consultants of Hawaii

E.A. Buck Financial Services

Tudor Wilson & Associates Cpas

A-1 Business Services

Sea Financial Hawaii

Sterling & Tucker

Sage Capone - Sage Financial Investments

Cadinha & Co.

Fee-Only Planning Hawaii

Occpa

Won G Cho, CPA

Summit Financial Advisors

Robert Priske

Sweep Strategies

Mosaic Pacific Investment Advisors

ARK Wealth Advisory Group

Agape Wealth Management

Hawaii Financial Advisors

Smart Assets of Hawaii

Honolulu Financial Partners

Inpac Wealth Solutions

Coda Financial Group

Latitude Wealth Management

Anton Financial

Retirement Planning and Investment Management Services in Honolulu, HI Cost Estimates

Why these companies made our list

Popular in Honolulu