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We Start with You

We Start with You

Our client-centered process and high level of care allows us to design plans that are suited for you and your family. We customize all of our strategies to fit your unique needs.

Who We Are

We are a highly-qualified team of professionals ready to work for you.

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What We Do

We offer a full suite of financial planning services focused on securing a future for yourself and your family.

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Why We Do It

The client-advisor relationship is of utmost importance and we enjoy fostering connections that last for decades.

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David Shimana was featured in the December 2023 issue of Proactive advisor Magazine<br/>

David Shimana was featured in the December 2023 issue of Proactive advisor Magazine

Value Drive Plans

Everything we do at our firm is based on the values set forth by ourselves and the families we serve. As kama'aina, we often share the same values of trust, character, and service as our clients.

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Let’s talk.

We’d love to learn more about you and your financial goals. Our form is the best way to schedule a complimentary introductory call.

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