SEA Solutions
“Noah did not start building the Ark when it was raining.”
– Warren Buffett
As fiduciaries, we always puts our clients’ interests first.
Our team at SEA Financial Hawaii (SEAFIHI) will help you to establish a comprehensive financial plan to achieve your goals through unbiased, objective investment strategies. Because we’re independent, fee-based investment advisers, we’re privately held, which means we are beholden only to our clients. In our view, our independence enables us to think objectively and it helps us to do what is best for our clients. At SEAFIHI, we’re fee-based fiduciaries; not commissioned salespeople.
Visit our firm’s website: https://www.seafinancialhawaii.com/
We believe that every problem has a solution. We’re here to listen to your needs, desires, and concerns. At SEAFIHI, we offer comprehensive financial planning advice that seeks to answer all of your financial-related questions, and provide you with a clear, step-by-step approach. We take it one step at a time.
Because everyone’s financial situation is unique. We built our entire practice around the idea that our ‘advice’ (not financial products) is our most significant ‘value-add’ that we bring to the planning table.
Our approach is simple: First, we listen. We don’t tell; we ask. Then, if the ‘fit’—between you and our firm—is right, we work together on solutions that will serve you well. Over the years, we have learned that as our clients’ lives changes, so do their financial needs and priorities.
Financial Planning Services & Fees
Price is what you pay, value is what you get. -Warren Buffett
Transparency is of utmost importance to us. Therefore, unlike other financial services firms, we are upfront and publish our fair and equitable advisory fees on our informative website: https://www.seafinancialhawaii.com/fees
We begin by listening to understand your relationship with money (your financial ‘back story’). In this Discovery session, we genuinely want to know your desires, concerns, goals and needs. And depending on the complexity and level of planning involved, you’ll receive a custom proposal based on your unique situation.
https://www.seafinancialhawaii.com/fees
Let’s get started!
“It is through the way you serve others that your greatness will be felt.”
Dr. Linda Andrade Wheeler
We are currently accepting new planning clients seeking comprehensive planning advice–our specialty. If you’re ready to learn more, please call us (808) 532-1516 or if you prefer, simply email: gwheeler@highland.com
Or we can meet virtually via a complimentary 20-30 minute Zoom call. It’s easy! See you soon.
Have more questions before pulling the trigger? No problem. We want to serve; but only if it is a good fit between us. Let’s address your opportunities and concerns upfront. Here’s our email: gwheeler@highland.com
Let’s solve your problem together.
The information provided herein is for informational purposes only and should not be construed as a recommendation to purchase or sell any particular security. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. Any opinions expressed are subject to change without notice.
Securities offered through Osaic Wealth, Inc. (SAI), member of FINRA/SIPC. Investment advisory services offered through Osaic Wealth, Inc. (SAA). SAI and SAA are separately owned and other entities and/or marketing names, products or services referenced here are independent of SAI and SAA.
SEA Financial Hawaii 