Financial Planners, Kelley M. Tom and Jordan Glennel of Summit Financial Advisors shares the importance of updating your beneficiaries, allocating your investments and retirement preparations.
Tune in as we speak with John Robinson, Financial Advisor at Financial Planning Hawaii who shares informative tips on retaining your wealth in the midst of this Covid pandemic.
Listen in as we talk with Christine Go, Owner of Insurance Options Hawaii who will be sharing the details on the upcoming Medicare enrollment. You don’t want to miss out!
Tune in to listen to learn about the importance of investing in real estate from Realtors Brandon Lau and Andrew Leong! Also special guest, realtor Crystal Montrone our host for this episode’s radio show.
Tune in this as we speak with Wendy Oshiro, Certified Reverse Mortgage Specialist at American Advisors Group who will be briefly discussing the loan process and other services offered.
Let’s kick off the month of September on topic of finance. Mahalo, Nick Abbott and Clifton Yasutomi, partners at Mission Financial Group for sharing some practical tips on how to stay financially active!
Scott is the owner of Scott Gardner & Co., LLC and is a native of Oahu. He attended the University of Hawaii and studied health sciences. During his pursuit to become a nurse, Scott’s course was shifted to the Medicaid eligibility arena. His older brother who lived in California had a vision that the hospitals in Hawaii needed an advocacy …
Welcoming back, Nicholas Abbott, AAMS® Managing Partner and Financial Advisor for Mission Financial Group an independent financial firm providing services such as Wealth Management, Consultation services, Trust services, and a Planning Consultation Group.
Join us as we talk with Patty Van Kuran, Vice President of Private Banking Mortgage Loan Officer at First Hawaiian Bank as she shares viable information about loan options offered to Kupuna and their families. There’s a ton of beneficial information, so stay tuned!
Christine Go dba, Agency owner of Insurance Options Hawaii provides services in helping Kupuna as they become eligible for Medicare or Retire. Christine first started her profession over 25 years ago in the Health Insurance industry and thirteen years of experience helping our Kupuna with their Medicare options. Her certifications include Life & Health License and Medicare Certified. Stay tuned …