FP
Financial Planning Hawaii
Honolulus vertrauenswürdiger Partner für Finanzplanung, der klare, umsetzbare Strategien liefert.
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Business
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Honolulus vertrauenswürdiger Partner für Finanzplanung, der klare, umsetzbare Strategien liefert.
Financial Planning Hawaii ist ein in Honolulu ansässiger Finanzberater, der umfassende Vermögens- und Schuldenanalysen sowie strategische Anlageberatung anbietet. Unter der Leitung von John Robinson wird das Team für klare Erklärungen, gründliche Planung und einen schnell reagierenden Service gelobt. Kunden schätzen steueroptimierte Anlagemöglichkeiten, Altersvorsorgeplanung und eine einfache Online-Terminplanung, wobei EMoney-Berichte und -Tools fundierte Entscheidungen unterstützen.
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Umfassende Analyse und Strategien, um sicherzustellen, dass Sie auf dem richtigen Weg zu einem sicheren Ruhestand sind, einschließlich IRA-Verwaltung und Einkommensplanung.
Detaillierte Bewertung von Anlageportfolios mit Einblicken in Chancen, Risiken und steueroptimierte Strategien zur Maximierung der Renditen.
Fachkundige Anleitung zu ausgewählten Wegen, Steuerlasten zu senken, einschließlich Wertpapierübertragungen und Vermögensoptimierung.
Gründliche Analyse aller Vermögenswerte und Verbindlichkeiten, um ein klares Bild Ihrer finanziellen Lage und Ihrer zukünftigen Aussichten zu vermitteln.
Personalisierte Erklärungen und kontinuierliche Kommunikation, um Kunden zu helfen, Finanztrends zu verstehen und fundierte Entscheidungen zu treffen.
Gesamtbewertung
Stuart Feeley
JR provided valuable strategic insight as to prospective investment outcomes and risks. He is proud of the comprehensive nature of his financial assessments covering all assets and liabilities, and I agree with that; however, the best part was how he explained an opportunity to transfer securities out of a managed account and then explained nuanced ways to minimize taxes. The fee charged was worth the advice all day long.
Li Lin Zang
I needed to consult an expert after floundering through financial paperwork to get senior parent's IRA account in order. Thankfully found John Robinson after reading positive online reviews. It's amazing how smoothly forms get filled under professional guidance. John listens and is a great communicator with positive energy. Highly recommend FHP--wonderful expertise and great customer service. The ease of online scheduling was a plus!
Jay Grasso
John Robinson and his team are experienced, detailed, and extremely knowledgeable about all aspects of financial planning. John is an educator and takes the time to explain things which is much appreciated as he really cares about his clients. His passion for all things financial is really evident! We met JR when we were a couple of years into our retirement and we wanted to make sure we were on track. He did a very thorough analysis of our situation and presented us with his assessment. From there we had a great discussion and came up with a plan for us that is working well! We are very comfortable with our financial plan and the management of it. We are thankful for his explanations, insights, and suggestions as well as the reports and tools we have access to on EMoney. Working with FPH has really set our minds at ease!
Vicky Macchi
I have been using Financial Planning Hawaii for over 20 years. My father also used them as well. Alicia provides exceptional customer service and John is extremely knowledgeable and about all the aspects of financial planning management. Very trustworthy. He is always available to discuss and answer any questions or issues you may have regarding your investments. If you are looking for a financial planner give them a call and start making the most out of your money.
rachael guay
John Robinson has been my financial Advisor for many years. He continues to be extremely helpful to me no matter the issue on hand. He is very knowledgeable and provides information and support with positive outcomes. John always treats me with respect and dignity. I’ve never felt rushed when meeting with him. He’s almost like family though very professional. He addresses all my issues and concerns no matter how minuscule it may seem. He keeps up with the current financial trends and patterns and informs his clients on a regular basis on what’s going on in the financial world. I have total trust in John.
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