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Masuda Lehrman Wealth
Masuda Lehrman Wealth: Klare Ruhestands- und Vermögensberatung mit bildungsorientierter Planung in Honolulu
5(5 Bewertungen)
Business
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Masuda Lehrman Wealth: Klare Ruhestands- und Vermögensberatung mit bildungsorientierter Planung in Honolulu
Masuda Lehrman Wealth in Honolulu bietet Finanzplanung und Vermögensverwaltung mit Fokus auf Ruhestand, Nachlassplanung und langfristige Ziele. Kunden schätzen leicht verständliche Erklärungen, einen warmen, professionellen Ansatz und hilfreiche Bildungsressourcen. Die Praxis bietet flexible Beratung, einschließlich einer reinen Honorarberatung als Planungsoption, um Stress zu reduzieren und Übergänge mit Zuversicht zu gestalten.
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Umfassende Strategien für die Altersvorsorge, einschließlich Einkommensplanung, Steueroptimierung und Zielsetzung für eine sichere Zukunft.
Beratung bei komplexen Nachlässen, Testamenten, Treuhandstrukturen und Nachlassplanung zum Schutz Ihres Vermögens und Ihrer Familie.
Personalisierte Vermögensverwaltung und finanzielle Überwachung, um Ihr Vermögen langfristig zu vergrößern und zu schützen.
Einmalige oder fortlaufende Finanzplanung mit transparenter Honorarbasis – keine Provisionen, um eine unparteiische Beratung sicherzustellen.
Geduldige, leicht verständliche Erklärungen zu Finanzkonzepten, unterstützt durch Ressourcen wie YouTube-Videos für fortlaufendes Lernen.
Daniel did a wonderful job helping my wife and I navigate my retirement at 62 and our move to Mainland. He pointed out things we did not consider and presented a plan that handled the transition perfectly. Daniel’s fee-only payment plan was perfect for us in this situation. Kudos to Daniel for reducing our stress about finances during a crazy year!
Daniel has provided the CFO (my wife) and I with a stress tested plan to help us manage our retirement funds in our latter years. He does this by educating us on the various options available to us and insuring we understand many of the finer points. We are big fans of his educational Youtube videos, many of which address a lot of our questions allowing us to present more detailed concerns during our conferences with Daniel. His easy going manner and professional accumen ensure that we exit the meetings confident in our knowledge going forward with the plan. We thank you Daniel for taking good care of us fiscally and look forward to continuing to work with you.
My fiancé and I have had a great experience working with Daniel. He’s highly knowledgeable and takes the time to explain everything in a way that’s easy to understand. He’s thorough, flexible and very easy to work with. We feel confident in his guidance and would absolutely recommend him to help you reach your goals.
My family and I have had a very positive experience with Daniel this year. He has a warm, positive energy and is more than happy to explain complicated concepts in layman's terms. Daniel's friendly and intellectual vibe is great for anyone seeking to look for financial advice, estate planning, wealth management or long-term/short-term retirement goals. Daniel has been essential in helping us navigate the difficult turns and waves of my mother's estate -- thank goodness we found him! We highly recommend!
My wife and I have been working with Daniel on a one-time financial plan to help us get our current finances in better shape and plan for retirement. He clearly knows his stuff and has been very thorough, patient, and accommodating/flexible. Daniel has been great to work with and we highly recommend him.
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