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