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91-1012 Kanehoalani Street, Suite B, Kapolei, HI 96707

(808) 468-5067
info@lp-fin.com
Client Centered

Your Wealth.
Your Life.

It's crucial to work with a Financial Advisor to manage your wealth and secure your future. Your financial well-being is directly linked to your quality of life, and having an expert to guide you through the complexities of investing and financial planning can make a huge difference.

What We Do
We help families and individuals navigate the complex world of finance.

We specialize in guiding families and individuals through the intricate landscape of finance. Our mission is to ensure that our clients have the support and resources they need to make informed decisions about their financial future.

Trust us to help you navigate the complexities of the financial world - it's what we do best.

Who We Help
Change of confidence for your financial future.

Making changes to your financial future can be a daunting task, but it's also a necessary one. With the right mindset and a solid plan, you can confidently take the steps needed to improve your financial situation. We are confident we can achieve your financial goals and create a brighter financial future for yourself and your loved-ones.

Pre-Retirees

As retirement approaches, many pre-retirees experience concerns and uncertainties about their financial future. One of the biggest worries is whether they have saved enough money to support themselves throughout retirement.

Familes

Seeking the guidance of a Financial Advisor, who can provide unbiased advice and help families navigate complex financial issues. By working together and having a solid financial plan in place, families can feel more secure and confident about their financial future.

Service Members

Financial planning can be especially challenging for service members, who often face unique financial concerns and risks. By working with a Financial Advisor and creating a uniquely-tailored financial plan, service members can feel more confident and secure in their financial planning and future.

4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about  important Social Security facts and what you should know as an investor.

How We Help
Here is How We Can Help

We can provide valuable guidance and support to individuals, families and service members who are navigating complex financial issues. Depending on the client's needs and goals, we can provide a wide range of services. Your financial goals and priorities are what matters most to us.

  • Estate Planning and Investment Management
  • Comprehensive Financial Planning
  • Insurance Protection
  • Retirement Planning

Who We Are
Who you work with makes a difference.

We are committed to providing our clients with the best possible advice and services to help them meet their financial goals. We believe in transparency, honesty, and putting our clients' interests first.

Our team consists of experienced professionals who are dedicated to helping our clients navigate the complex world of finance. We strive to build long-lasting relationships with our clients based on trust and mutual respect. At our core, we are driven by a passion for helping people achieve financial success and security.

Resources

We are dedicated to empowering our clients to make informed financial decisions. We believe that education and understanding are key to achieving financial success.

The Pre-Retirement Checklist

The Pre-Retirement Checklist

Learn More
White Elephant Inheritance

White Elephant Inheritance

Learn More
Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Learn More

Let's talk about

your goals.

Our goal is to replace your financial uncertainty with certainty. Giving you the confidence to live your life to its fullest.

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