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