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We help you secure financial success

Never worry about your finances again.
Your path to financial success starts here.

How much can I safely spend in retirement?
How do I pay less dollars in lifetime taxes?
What improvements can I make to my investment portfolio?
Are all my financial goals on track?

Resources

Our Experts

Christina June Brown, CFP®
Christina June Brown, CFP®

Owner, Chief Compliance Officer, CERTIFIED FINANCIAL PLANNER® Professional

Travis Tsukayama, CFP®, CFA®
Travis Tsukayama, CFP®, CFA®

Owner, Director of Investment Management, CERTIFIED FINANCIAL PLANNER® Professional

Scott Tonai, CFP®
Scott Tonai, CFP®

Wealth Manager, Director of Retirement Plans, CERTIFIED FINANCIAL PLANNER® Professional

Join our mailing list and get a free download of our guide, “What Issues Should I Consider Before I Retire"

Elderly couple smile and wave at the camera as they take a selfie together

Our Process

Step 1:
Initial phone meeting

Step 2:
First office meeting

Step 3:

Analysis

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Step 4:

Second office meeting

Step 5:

Third meeting / paperwork

You deserve to be a financial success story.

But becoming one is not easy. Nor is it guaranteed.
You have questions and need answers…

Our Services

Office

Investment Management

Working from Home

Sensible Wealth Management

Busy Office

401k retirement plans

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