Prepare for retirement by saving and/or investing today! It seems like a pretty simple concept and goal, right? Saving and investing for your financial security when you retire.
The keyword is security. How can you be assured that you are financially secure when you retire?
Creating Financial Freedom!
Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
We help you...
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.
Protect your family in case you become disabled by ensuring you have enough money in your emergency fund while analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.
Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.
Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.
A financial plan's true value comes with its implementation. Let us help you attain financial freedom bType your paragraph here.
We understand that you've worked hard for every penny you've earned. That's why will do everything we can to to get you the most favorable results when filing your personal income tax.
PERSONAL INCOME TAX SERVICE
PERSONAL ACCOUNTING SERVICES
We offer an area of Personal Accounting Services to suit your individuals needs and lifestyle.
SAVE FOR RETIREMENT
My Personal CPA (Visit our office)
My Personal CPA
dba Personal Accountant
1001 Kamokila Blvd. Suite 100
Kapolei, HI 96707
Ph: (808) 674-0700
Fx: (808) 674-0800