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We help you secure financial success

Never worry about your finances again.
Your path to financial success starts here.

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What Issues Should I Consider Before I Retire?

You deserve to be a financial success story.

But becoming one is not easy, nor is it guaranteed.
You have questions and need answers…

How much can I safely spend in retirement?
How do I pay less dollars in lifetime taxes?
What improvements can I make to my investment portfolio?
Are all my financial goals on track?

Our Experts

Christina June Brown, CFP®
Christina June Brown, CFP®

Owner, Chief Compliance Officer, CERTIFIED FINANCIAL PLANNER® Professional

Travis Tsukayama, CFP®, CFA®
Travis Tsukayama, CFP®, CFA®

Owner, Director of Investment Management, CERTIFIED FINANCIAL PLANNER® Professional

Scott Tonai, CFP®
Scott Tonai, CFP®

Wealth Manager, Director of Retirement Plans, CERTIFIED FINANCIAL PLANNER® Professional

Our Services

Office

Investment Management

Working from Home

Sensible Wealth Management

Busy Office

401k Retirement Plans

Our Process

Step 1:
Initial Phone Meeting

Step 2:
First Office Meeting

Step 3:

Analysis

Step 4:

Second Office Meeting

Step 5:

Third Meeting/Paperwork

Resources

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