Getting Started

Getting started on the path to planning a successful retirement is as simple as calling us to schedule an initial phone introduction. During that call, we will make an assessment together to determine if we are the right advisors for you and if you are the right client for us.

If we decide to move forward, we'll talk about you, your family and your goals and aspirations. We'll find out as much as we can to enable us to design a strategy that is truly tailored to your needs and fully aligned with your goals.

 

We suggest that you have the following information and documents ready during this first call:

 

  • Most recent paystub
  • Deferred Compensation Statement
  • Investment and savings statements
  • Life insurance statements
  • General information on Household other income
  • General information on Household debt

 

During your in-person meeting, you'll meet our advisors and learn first-hand what makes Anton Financial stand out among today’s financial advisory firms. We will introduce the full suite of our services (Investments, Financial Planning, Insurance), in addition to our expertise in the complex State of Hawaii Employees Retirement System (ERS)**.  We will assist you in making educated decisions seeking to maximize your pension. Our knowledge of the complexities of these plans and the options provided to participants, help us navigate and guide you toward a suitable retirement strategy.

 

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

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