Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Hawaii Financial Store, as independent financial brokers offers products and services in the following key areas. Through our national quoting services, we will assist you in your selection of the right products to accomplish your financial goals.

 

Estate and Wealth Transfer Planning

Helping preserve your estate for your intended heirs and reduce your exposure to estate taxes and probate costs.

Retirement/Distribution Planning

Help in making the most of your retirement plans during both the accumulation and distribution phases. Both individual (IRA) and business plans (401k, SEP, profit sharing, defined benefit)

Long Term Care Planning

Help in protecting and preserving your hard earned assets.

Wealth Accumulation

Investing thru mutual funds, partnerships and variable annuity products to help meet your goal

Life Insurance Planning

Review existing policies, help determine your needs and coordinate with term, universal life, whole life, survivorship and variable products.

Business Planning

Employee benefits such as group health insurance (both fully insured and self-funded plans), group life, disability, long term care,dental insurance, buy-sell, keyman coverage and executive supplemental retirement income plans. We also have several companies offering financed life insurance.

Life Settlements

If you have a life insurance policy that you no longer need and you are over age 65. Then you should have a free appraisal done to see what your options are. Even term policies that have no cash value might be worth thousands of dollars.

Annuities

We offer fixed, variable, indexed and immediate annuities for retirement and wealth accumulation.