Company Description

Areas of expertise include retirement planning, retirement income sustainability, education planning, insurance planning and risk management, and emergency planning and disaster preparedness. Clients are generally individuals, families, retirees, and small businesses.

We compete based upon service, expertise, experience and price.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). (Financial Planning Hawaii) and JWC/ JWCA are unaffiliated entities.

Products & Services

emergency planning and disaster preparedness ,   Investment Portfolio Management ,   Insurance Risk Management ,   Retirement Savings and Retirement Spending Stress Testing ,   Education Planning and Funding ,   Saving for College ,   retirement income sustainability ,   education planning ,   Employee Benefits Reviews ,   Tax Planning & Optimization ,   Asset Registration and Beneficiary Designation Reviews ,   Social Security Planning ,   IRA and Small Business Retirement Plans ,   Retirement planning ,   Creditor Protection Considerations ,   Estate Planning ,   insurance planning and risk management ,   IRA and Small Business Retirement Plans (401(k), Defined Benefit Plans, etc)