Our Services

 

Social Security Planning

Learn how to maximize your benefit and how different situations apply to you.

 

Understanding Your Will & Trust

Learn about Trusts and Wills. Many people in Hawaii have them, learn what impacts you the most.

 

Critical Illness Coverage

When a critical illness strikes, are you prepared for the storm? Learn how to get additional cash if you ever get a critical illness

Understanding Medicare

Understand Medicare and learn what benefits you are entitled to.

 

Life Insurance

The gift of love for the ones you love the most. Learn how to choose the correct life insurance policy to maximize benefit for your family,

 

Sage Scholarship Tuition Program

Learn how you can contribute to your loved ones college tuition without spending any additional money.

Creating a Financial Plan

One of the biggest concerns people have is outliving their money. Create a financial plan going forward to guarantee you never run out of income. Learn how to maximize your retirement.

 

Long Term and Home Health Care

Learn how to live independently in your home. There are new innovations in the Home Care market, make sure you understand them

 

Learn How to Leave a Legacy

Have the peace of mind that you are leaving behind a legacy that your loved ones can be proud of,