You may have limited financial knowledge or unfamiliar with investment strategies, tax implications, or wealth management techniques.
You're doing your best to manage your family's finances with the limited time you have, but you also don't know what you don't know and your time is best used in other ways
You’d like someone to quarterback communication and make introductions to other experts (tax advisors/preparers, estate attorneys, life insurance agents, mortgage brokers, etc.)
You have $500K or more in liquid assets (banks, 401Ks, IRAs, brokerage) OR $200K+ household income
You prefer a virtual video-based relationship OR a local relationship in Hawaii OR want to arrange an in-person meeting when visiting Hawaii!
"Daniel has been helping my wife and I for over 4 years. He has a particular gift for understanding our needs and goals then translating our aspirations into tangible financial actions that are simple, yet effective. Daniel’s honestly and openness during the most challenging times of our financial environment have helped me gain unwavering confidence in his ability. I recommend Daniel to those who are looking for a candid financial advisor with proven success and confidence."
“We reached out to Daniel to help us navigate the transition from the earning phase of life into the first years of complete retirement. Daniel is knowledgeable and listens well. My husband and I have different approaches and concerns about our finances. Daniel's questions and insights help us greatly. Daniel is very approachable, knowledgeable and responsive to the different financial habits that people have. I strongly recommend his services.”
“My wife and I have been looking for a local/fee only financial advisor for months, until we found Daniel. Daniel truly is a rare find. We are fortunate to be partnering with him. Daniel is very approachable and flexible. He takes time to know you and your needs, he asks well crafted questions, and he listens intently to personalize and stress test a custom plan that suits our unique needs and circumstances. Thanks to Daniel, we now have full confidence in our plan. I recommend Daniel as your "co-pilot" in your retirement planning journey.”
Financial planning & investment management services for inheritance leavers and receivers
