What’s your financial story?
Every problem has a solution.
At Hawaii FE our job is to come up with solutions to your financial problems, needs, desires and concerns.
Given a problem and given a set of constraints, we at FE will figure out how to serve you in making it work.
We’re fee-based Financial Advisors. We don’t tell; we ask.
Let’s work together to uncover your unique financial path. We will follow a disciplined process
to help you pursue your ideal story – with the happy ending you deserve.
AS YOUR LIFE CHANGES, SO DO YOUR FINANCIAL NEEDS AND PRIORITIES.
Everyone’s financial situation is unique. We’ll listen to your needs and build a
combination of services that meets your expectations.
If you have any questions about investing or your
investment program, contact us today!
Call us now (808)216-414seven
INVESTMENT SOLUTIONS: FEE-BASED INVESTMENTS
Rollovers: IRA & 401k
A customized, product-based solution based on your immediate needs and goals.
Ongoing investment advice and financial management
through the use of professional money managers.
TARGETED FINANCIAL PLANNING
An analysis of your financial condition that addresses a
specific area that is most important to you:
• Retirement Planning/Retirement Distribution Strategy
• Budget Analysis
• Life Insurance/Survivor Needs Analysis
• Investment Review
• Long Term Care Review
• Business Owner Succession Planning
Planning Fees range from: $500 to $2500
Comprehensive Financial Planning
A detailed, comprehensive analysis of your financial
condition that addresses what you have, where you are, where you want to be and a recommended path.
Planning Fees range from: $1000 to $5000
“It is through the way you serve others that your greatness will be felt.“
Dr. Linda Andrade Wheeler
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.
Hawaii Financial Engineering and The Wheeler Group LLC is not affiliated with Mutual of Omaha Investor Services, Inc. Registered Representatives offer securities and Invesment Advisor Representatives offer advisory services through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Financial Advisors is the marketing name for Mutual of Omaha Investor Services, Inc.