Thank you for visiting us. Please take a moment to look and see where we have come from, where we are headed and how we intend to help you. We look forward to working with you. Here’s a little about us:
Garrett Wheeler is a financial and retirement strategist and founder of The Wheeler Group LLC based in Honolulu, Hawaii. He grew up in a family-owned business and learned at an early age what drives entrepreneurs. Born and raised on the island of Maui, he graduated from St. Louis School in Honolulu and earned his bachelor’s degree from UCLA with a degree in economics/political science. In 1994, his family brought the Successories® franchise to the islands. Garrett had the chance to witness first-hand the hard work, dedication and incredible motivation that it takes to create a successfully managed enterprise. He continues to provide management consulting services to the off-shoot company, SuccessHawaii. Prior to that, Mr. Wheeler worked with such multinational corporations such as GTE, Perrier and his favorite, The Walt Disney Company in Anaheim, California.
Overcoming Challenges One Step at a Time
With over a decade of experience and an extensive knowledge of economics, estate, financial and insurance planning, Garrett is an asset optimization specialist, and experienced retirement planning guide. Though the road to growing his practice was not without obstacles, Garrett persevered. He was struck down by an auto accident in 2005 which resulted in a spinal cord injury. Garrett was told that he would likely be a lifelong quadriplegic. Determined to fight, he regained his ability to walk, reaching a progress level that less than one percent of patients with his diagnosis achieve.
All of us have our own unique set of challenges to face and overcome–for some of us it is emotional or physical, while for others it may be financial. The key to success is to take it one step at a time. Each time you take one step forward toward your goal, your fear takes one step back. It is extremely empowering to conquer your fear.
The Wheeler Group LLC is a comprehensive personal and business financial planning firm with several divisions.
Military Program: Major Benefits®
Since 2001–a month after 9/11–Garrett has helped our brave men and women of the U.S. Armed Forces plan for a more secure financial future. In 2006, USMC Brigadier General, Steven A. Hummer (MCBH Kaneohe), recognized Mr. Wheeler for his outstanding support of Marines and Sailors through Marine Corps Community Services(MCCS). About the same time, the U.S. Army (Schofield Barracks) awarded Mr. Wheeler with both the “Patriot Award”, as well as the prestigious, “Stryker Award”, from the 25th Infantry Division. In 2009, U.S. Senator, Daniel Akaka acknowledged Mr. Wheeler’s professionalism and “financial literacy program”, which serves to educate our U.S. service members. In 2013, Mr. Wheeler continues to support our Hawaii-based military, providing educational seminars for units, as well as, one-on-one consultations with U.S. servicemembers and their families.
Business Planning Solutions
Today, Garrett works with a growing number of small business owners—many of whom are passing on their business to the next generation. Garrett has teamed up with Guardian’s Business Resource Center (BRC), composed of estate, business and tax planning attorneys, pension actuaries and qualified retirement plan specialists.
We’re Here to Serve!
Mr. Wheeler is actively involved in diverse community service and has volunteered his time coaching youth and high school baseball. In addition, he previously sat on the board of directors for the American Diabetes Association, and the Hawaii Centers for Independent Living (HCIL) among others. From 1998-2012, he has sat on the board at the Yacht Harbor Towers where he has resided as an owner since 1995.
Earlier in his career, he served as the HR Director for the largest entertainment company in Hawaii with over 400 employees. Today, he speaks to groups on entrepreneurial-related topics. His mission is to inspire, educate and motivate people to take action by engaging both their hearts and minds.
Garrett provides Hawaii-based clients with life planning advice and diversified financial solutions, including life insurance, disability income insurance, employee group benefits, long-term care, retirement income planning and investments. We employ a very distinctive strategy to help you create a clear and exciting map for building wealth in every area of your life. Our mission is to partner with you to exponentially build your wealth while protecting against possible erosive factors. Call us today at (808) 216-4147. You can also complete the form below to request our free resource planning guides. We’d love to hear from you!
This material is being provided for informational purposes only. Neither The Wheeler Group LLC nor its agents provide legal, tax or accounting advice. Please contact your own advisors for legal, tax and accounting advice.