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We have been providing investment advice and financial services to individuals and businesses in Hawaii for more than 10 years. Our professional team of qualified LPL financial advisors are registered in both securities and life insurance.
So what can a Financial Professional do for you?
To develop a strategy that is tailored to your unique investment needs, a financial professional must first understand your current financial situation and objectives, as well as the risk level with which you are comfortable. In doing this, your financial professional will help you determine your return expectations, your time horizon and your risk tolerance. These three things will be the foundation for your financial plan.
The correct asset allocation strategy can provide diversification of your portfolio, while potentially enhancing returns and lowering your overall risk. Based on your particular risk and return objectives, a financial professional can help you determine which particular asset classes are appropriate for your portfolio as well as the percentage of the portfolio that each class should comprise.
A financial professional’s job is to pare down the choices—more than 10,000 mutual funds, plus thousands of annuities, insurance options and individual securities—to those that fit your objectives and asset allocation strategy. By identifying appropriate options—including ones that could be difficult to discover on your own—and focusing on your objectives, a financial professional can save you considerable time and effort.
Once an investment strategy is implemented, a financial professional will conduct a comprehensive periodic review of your investment objectives, your portfolio’s performance and your overall progress toward addressing your financial goals.
To contact a financial advisor, click here.
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, DC, FL, HI, IL, MA, MO, NV, NY, OR, TX, UT, VA, WA .
INVESTMENTS ARE: NOT INSURED BY FDIC OR ANY GOVERNMENT AGENCY • NOT A DEPOSIT OR OBLIGATION OF OR GUARANTEED BY CENTRAL PACIFIC BANK • SUBJECT TO INVESTMENT RISKS, INCLUDING LOSS OF PRINCIPAL INVESTED
INSURANCE AND ANNUITY PRODUCTS ARE: NOT A DEPOSIT • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY CENTRAL PACIFIC BANK • MAY GO DOWN IN VALUE IF INSURANCE HAS INVESTMENT FEATURE