Summary of Services:
Estate Planning, Business Exit & Tax Strategies, Peacemaker Services, Hawaii Continuing Education Classes for Insurance Producers, CPAs and CFPs.
Brian Lee, a principal of E’BUS Consulting, LLC, specializes in Business & Estate Planning. A large part of his business concentrates on exit strategy programs for family owned businesses. Because of his unique approach toward planning, Brian is often sought out by some of the largest financial institutions in the country to lecture, teach and consult with their clients.
Recognized by his peers and students as the “Frank Lloyd Wright” of planning because of his often unorthodox approach, Brian’s passion for planning is only surpassed by his desire to teach others. More recently, through his students enrolled in his Continuing Education Accredited program, Brian is passing on his knowledge to the next generation of financial and insurance professionals.
Brian maintains that planning should not only center on money and taxes. The real issues of planning consists of the true life dynamics inherent in every family unit. As a consultant, he focuses on three important areas: educating the client, asking the right questions, and providing clients with available options to obtain their goal(s).
- Address: 1314 S King St, Suite 1450, Honolulu, HI 96814
- Phone: (808) 591-4811
- Email: [email protected]
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