Cost and Commitments

We will introduce our services, in particular our expertise in the complex State of Hawaii Employees Retirement System (ERS)** and how we may assist you in making educated decisions seeking to maximize your pension.

We'll talk about you and your family, your retirement goals and important decisions you are facing. We'll find out as much as we can to enable us to design a plan that will truly be tailored to your needs and fully aligned with your goals.

Our knowledge of the complexities of these plans and the options provided to participants, help us navigate and guide our clients toward a suitable retirement strategy.

Before the close of the first meeting, together we will make an assessment to determine if we are the right advisors for you and if you are the right client for us.

**We are not affiliated with the State of Hawaii Employees' Retirement System (ERS).