top of page

We help you secure financial success

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

Dreaming of Retirement?

Join our mailing list to receive a FREE download of our guide:

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®

Partner, Chief Compliance Officer, CERTIFIED FINANCIAL PLANNER® Professional

Travis T. Tsukayama, CFP®, CFA
Travis T. Tsukayama, CFP®, CFA

Partner, Director of Wealth Management, CERTIFIED FINANCIAL PLANNER® Professional

Scott H. Tonai, CFP®
Scott H. 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

bottom of page