ML
Masuda Lehrman Wealth
Masuda Lehrman Wealth : Des conseils clairs sur la retraite et la gestion de patrimoine, avec une planification axée sur l’éducation financière à Honolulu
5(5 avis)
Business
$$$
Masuda Lehrman Wealth : Des conseils clairs sur la retraite et la gestion de patrimoine, avec une planification axée sur l’éducation financière à Honolulu
Masuda Lehrman Wealth à Honolulu propose de la planification financière et de la gestion de patrimoine axées sur la retraite, la planification successorale et les objectifs à long terme. Les clients apprécient des explications faciles à comprendre, une approche chaleureuse et professionnelle, et des ressources éducatives utiles. Le cabinet offre des conseils flexibles, y compris une option de planification à honoraires uniquement, afin de réduire le stress et d'accompagner les transitions avec confiance.
Aucune photo disponible
Stratégies complètes pour la retraite, comprenant la gestion des revenus, l’optimisation fiscale et la fixation d’objectifs pour un avenir sûr.
Conseils pour gérer les complexités successorales, testaments, fiducies et planification du patrimoine afin de protéger vos biens et votre famille.
Gestion d'investissements personnalisée et supervision financière pour faire croître et préserver votre patrimoine à long terme.
Planifications financières à honoraires uniques ou récurrents, avec tarification transparente à honoraires uniquement — sans commissions, assurant des conseils impartiaux.
Explications claires et accessibles des concepts financiers, appuyées par des ressources comme des vidéos YouTube pour un apprentissage continu.
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.
Revendiquez Masuda Lehrman Wealth pour mettre à jour les informations, répondre aux avis et accéder aux statistiques.
