Financial Planning Hawaii

Financial ServicesHawaii, United States2-10 Employees

Financial Planning Hawaii is a financial services firm based in Honolulu, Hawaii, offering objective, comprehensive financial planning guidance to individuals and families both in Hawaii and across the United States. The company provides options for clients, including a one-time, flat-fee comprehensive review or a tiered asset-based fee for ongoing planning that may include portfolio management, and it operates under a fiduciary standard as regulated by the SEC. Services are delivered through an online platform that helps clients centralize and organize their financial information, starting with extensive information gathering and document uploads to build a complete view of their financial situation. The firm emphasizes uncovering multiple financial opportunities and potential mistakes, aiming to help clients save money, reduce risk, and operate more efficiently, with securities services offered through J.W. Cole, Inc. and investment advisory services provided by J. W. Cole Advisors, Inc. Financial Planning Hawaii and its affiliated entities maintain separate corporate relationships from the service providers.

Sign up for free to view info

Email Format Employee directory