Investment Management Firms Mililani HI

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income.

Harry Kasanow
Kasanow & Associates: Wealth Management
(808) 382-1511
3268A Paty Drive
Honolulu, HI
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, M.Ed.

David Jacobs
Pathfinder Financial Services, LLC
(808) 728-4396
555 Paakiki Place
Kailua, HI
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®, PhD

Stuart K. Pinho, CFP®
(808) 627-0706
c/o First Hawaiian Bank
Mililani, HI
Firm
BancWest Investment Services, Inc
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning, Insurance Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Service Professionals

Data Provided by:
Mr. Kelvin S. M. Lau, CFP®
(808) 456-0232
98-1277 Kaahumanu Street
Aiea, HI
Firm
Golden Sword Alliance
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care
Key Considerations
Average Net Worth: $5,000,001 or more

Average Income: $250,001 - $500,000

Profession: Not Applicable

Data Provided by:
Mr. Clark E. Dorman, CFP®
(808) 330-4034
1431 Haku St`
Honolulu, HI
Firm
Ameriprise Financial Services,
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Monica Jennings
Jennings Financial Planning, Inc
(808) 792-0088
1600 Kapiolani Blvd., Suite 1000
Honolulu, HI
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. Martin M. Arinaga, CFP®
(808) 548-2234
95-720 Lanikuhana Ave
Mililani, HI
Firm
Chinen & Arinaga Financial Grp

Data Provided by:
Mr. Gary S. Ota, CFP®
(808) 622-2900
P.O. Box 860728
Wahiawa, HI
Firm
Gary S. Ota, CPA, Inc.

Data Provided by:
Mr. Berton K. Hamamoto, CFP®
(808) 487-9500
98-030 Hekaha St
Aiea, HI
Firm
Property Profiles Inc
Areas of Specialization
Real Estate

Data Provided by:
Ms. Martha C. Henrickson, CFP®
(808) 895-0560
59-611 Akanoho Pl
Haleiwa, HI
Firm
Henrickson & Associates

Data Provided by:
Data Provided by:

Financial Contingency Plan

Q: I was recently laid off from my job and am trying to prepare a smart financial contingency plan until I secure another position. My savings can float me comfortably for 3 months but what you do I suggest after that point? I am not sure if it is better (or worse) to tap into my retirement funds or survive on credit cards. Please let me know if you have any tips that apply.


I would start with focusing on making your expenses last more than 3 months. You can do this by reducing some of your fixed expenses such as late fees, bank charges, newspaper delivery and cable tv. Then give yourself a weekly amount to live on so you are clear about how long your savings will last.

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income. You can also look for a part-time job in a place you like to spend time in; such as a yoga studio, knitting store or sporting goods store.


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