Company Description

I work with clients to establish very specific goals-which could be anything from a retirement with potentially no compromise in lifestyle, to education of grandchildren-that’s the part that they decide. Then together, we create a financial plan to assist in the realization of those goals. Finally, I devise a specific portfolio strategy that is appropriate for the execution of our plan. To summarize, its goals, plan strategy.

We specialize in:
- Retirement Planning
- Investment Planning
- Tax Planning
- Estate Planning

People who can benefit most from my services are:
- Retired or Nearing Retirement
- Values an On-Going Long Term Relationship
- Financial Delegator
- Wants to Enjoy What’s Really Important to Them
- Wants to Secure their Lifestyle-Regardless of the Economy

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Products & Services

Blog ,   Estate Planning ,   Seminars ,   risk aware investing ,   Portfolio Management ,   Client Resources ,   Market Commentary ,   Retirement planning ,   Our Firm ,   briefing with Cliff ,   newsletters ,   Webinars ,   Meet the Team ,   Contact ,   Tax planning ,   Educational resources ,   Investment Planning ,   Investment Advisory Services ,   Home ,   Wealth with Simplicity®  

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CMR Financial Advisors

Address:
700 Bishop St Honolulu, HI
Phone:
(808) 537-2912
Email:
margaret@cmrfa.com
Social:

Open Hours

  • Monday08:00AM - 05:00PM
  • Tuesday08:00AM - 05:00PM
  • Wednesday08:00AM - 05:00PM
  • Thursday08:00AM - 05:00PM
  • Friday08:00AM - 05:00PM
  • Saturday09:00AM - 03:00PM
  • Sunday08:00AM - 07:00PM