Fee-Only Planning Hawaii

Name: Fee-Only Planning Hawaii
Address: 677 Ala Moana Boulevard, Honolulu, HI, 96813, US
Telephone: (808) 450-3615
Price range: $$$
Rating: 5

Clear, fee-only financial planning for Hawaii's financial future.

5(20 reviews)

financial-advising

$$$

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About

Fee-Only Planning Hawaii delivers fee-only financial planning and consulting from Honolulu. The firm is praised for thorough, easy-to-understand assessments, tax-structure guidance, and insurance planning, including long-term care. Clients value professional, accessible service, clear explanations, and recommendations that help align finances with life goals and changes in tax laws.

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Location

677 Ala Moana Blvd #605, Honolulu, HI 96813, USA

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Information

677 Ala Moana Boulevard

Honolulu, HI, 96813

(808) 450-3615 feeonlyplanninghawaii.com/

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Services

Comprehensive Financial Assessment

Flat-fee review of your financial situation, including investments, taxes, and goals, with actionable recommendations.

Tax Planning & Optimization

Strategies to minimize tax exposure and maximize savings, coordinated with your CPA for seamless implementation.

Insurance Analysis

Expert evaluation of policies like long-term care or life insurance to secure optimal benefits and cost savings.

Retirement & Investment Planning

Personalized plans for retirement, asset management, and investment strategies aligned with your risk tolerance.

Ongoing Financial Guidance

Periodic reviews and updates to adapt to regulatory changes, life events, and market conditions.

Educational Resources

Newsletters, blog posts, and consultations that break down complex financial topics into easy-to-understand insights.

5.00 · 20 reviews

Overall rating

Derin Dutz

via Google

· 11 months ago

JR is incredibly knowledgeable, patient, and kind – exactly what we needed. I highly recommend working with him.

John S

via Google

· 1 year ago

It’s challenging to find financial planning based only on a fee, rather than commissions or a percentage of assets. John Robinson offers asset-based financial planning and management, but also exactly what we were looking for, assessment and advice that was solely fee-based. For one flat amount, he provided a very comprehensive, knowledgeable assessment of our financial situation, along with solid advice for tax structure changes to discuss with our CPA that will maximize our investment savings and lower our tax exposure. As our case was rather unconventional, he even went so far as to reach out to a real estate attorney and a top realtor as part of the research that led to his final report. We are now confident in our plan going forward, but will continue to work with John periodically to ensure we stay abreast of any regulatory/investment/tax changes that could affect us.

Sheila Chong

via Google

· 1 year ago

JR and his team are fantastic to work with and I would highly recommend that you check them out. I was looking for a second pair of eyes to review my financial situation and to provide me with recommendations to optimize my finances. JR's review was extremely thorough and his assessment and next step recommendations are well-explained and made a lot of sense for my personal situation. Upon meeting with him and his team, you will find them to be highly professional, knowledgeable, responsive, and accessible. Overall - good people with the goal of trying to help other people get on the right financial path. Investing in the services of FOPH is a great choice!

Erin Daly

via Google

· 1 year ago

Totally worth it. I’m usually skeptical of financial planning since lots of planners charge a %. But JR really knows his stuff and the plan he created will save many multiples of what it cost.

David Mahashin

via Google

· 2 years ago

I came across John Robinson's website, Fee-Only Planning Hawaii, after researching for quite some time for a fee-only financial planning advice. I was highly impressed by John and his team and would highly recommend them. Their review of our goals and situation was extremely comprehensive. His suggestions make sense and highlight things we had not thought about. He clearly has deep knowledge and experience in the field and is adept at explaining complex issues in an easy-to-understand manner. He is well-versed in tax planning, insurance and the latest tax changes. I look forward to continue working with JR in the years to come.

Christopher Perille

via Google

· 2 years ago

John Robinson is extremely knowledgeable and helpful in the area of long-term care insurance, with a very friendly and positive demeanor. He did a great job of simplifying and explaining the nuances of what was being offered by our insurer. Based on John's experience and in-depth review of our specific situation, he helped us to request and secure an offer from the insurer that was significantly superior to all the original choices they presented. Any payment to John is dependent on full customer satisfaction and based on his ability to secure the optimal benefit for his clients, often involving significant cost savings. We highly recommend working with him.

WestPac® Wealth Partners (Honolulu) is an insurance agency and financial consultant located at 500 Ala Moana Blvd Suite 3-400, Honolulu, HI 96813. The firm provides insurance solutions and financial guidance for individuals and businesses, helping clients make informed decisions. As a trusted Honolulu point of interest, it combines insurance expertise with practical, client-focused service for the local community.

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