What we provide

We focus on services for businesses, families, and the community as a whole. We pride ourselves on striving to provide first-in-class service to our valued clients.


  • Key man.
  • Buy-Sell agreements.
  • Executive bonus.
  • Deferred compensation.
  • Exit strategies.
  • Business succession planning.
  • Retirement planning for business owners.
  • Employee benefits.
  • Cost Management.


  • Mortgage protection.
  • Legacy & estate planning.
  • Life insurance.
  • Disability protection.
  • Retirement income planning.
  • Guaranteed lifetime income.
  • Risk management.
  • Long-term care.


  • American Financial Education Alliance.
  • Aloha Stadium Sponsor.
  • Hawaii Island Chamber of Commerce.
  • Chamber: Economics Development Committee.
  • Hawaii Island Contractors Association.
  • Native Hawaiian Chamber of Commerce.
  • Project Dana.
  • Relay for Life.
  • Shopo Golf Tournament Sponsor.