Need Help? LLC
Professionals You Can Count On
Financial professionals equipped to handle your changing needs as you enter your twilight years. Age gracefully in place with the peace of mind that your needs are understood and planned for.
The Silent Majority Television Program
The Silent Majority is a resource television program which aired on Fox for four years that provided financial tips and featured local seniors in Hawaii. As the Financial Editor of the program, Mr. Allan Nakata discussed topics on chronic illness, medicare and medicaid planning, social security, tax planning, as well as financial and estate planning.
What People Are Saying
"I have known Mr. Allan Nakata for the last 12 years. He and his firm have represented clients and associates alike, in a dignified and professional manner from day one. These are fantastic people with a client first approach. Their depth of knowledge and handling of complicated cases for residents of The Islands is unparalleled. It is such a pleasure to be associated with Al and his fine group. We are so proud to be a part of his organization."
— Clay Leget (President and Managing Partner at American Senior Benefits)
"Thank you to Allan and his team, especially Jerry Dela Cruz, for their continued dedication and commitment to provide much needed assistance to older Americans in our community. Navigating and understanding ones financial and insurance options can be a challenge, even for those who may be savvy. Jerry's years of experience allows him to take complex concepts and explain them in a way that makes it easy for everyone to understand."
Much Mahalo and Thanks
— Keith Regan (Managing Director, County of Maui)
"It has been my great pleasure and honor to have known and worked professionally alongside Allan Nakata for over 20 years. Allan is a man of unquestioned integrity. He knows his business and has a good heart. He is committed to serving our seniors with skill and compassion. I would trust my own mother to him."
— Thomas Rulon, Esq. (ACTEC Estate Planning Attorney)