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

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