FP
Fee-Only Planning Hawaii
Planification financière claire et à honoraires uniquement pour l’avenir financier d’Hawaï.
5(5 avis)
Business
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Planification financière claire et à honoraires uniquement pour l’avenir financier d’Hawaï.
Fee-Only Planning Hawaii offre une planification et un conseil financier à honoraires uniquement depuis Honolulu. L’entreprise est reconnue pour ses évaluations approfondies et faciles à comprendre, ses conseils sur la structure fiscale et sa planification d’assurance, y compris les soins de longue durée. Les clients apprécient un service professionnel et accessible, des explications claires et des recommandations qui aident à aligner les finances sur les objectifs de vie et les évolutions de la législation fiscale.
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Revue à tarif fixe de votre situation financière, y compris les investissements, les impôts et les objectifs, avec des recommandations concrètes.
Des stratégies pour minimiser l'exposition fiscale et maximiser les économies, coordonnées avec votre CPA pour une mise en œuvre sans faille.
Évaluation experte des polices telles que l'assurance soins de longue durée ou l'assurance vie, afin de garantir des prestations optimales et des économies.
Des plans personnalisés pour la retraite, la gestion d'actifs et les stratégies d'investissement adaptés à votre tolérance au risque.
Révisions et mises à jour périodiques pour s'adapter aux changements réglementaires, aux événements de la vie et aux conditions du marché.
Des newsletters, des articles de blog et des consultations qui décomposent des sujets financiers complexes en analyses faciles à comprendre.
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.
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!
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.
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.
My husband and I (both millennials, ages 30-35) have had the pleasure of working with John Robinson over the past few years, and we can confidently say that he is a game-changer for anyone looking to secure their financial future. From the very first meeting, it was evident that JR possessed a rare combination of expertise, communication skills, and that he genuinely cares about his clients' well-being. Without JR, it was challenging for us to grasp different ways to save, invest, and understand how each of our employer benefits could tie into our financial future. One of his standout qualities is his ability to explain complex financial concepts in an understandable way. He knows how to break down financial speak into easy-to-understand concepts, ensuring that even those with minimal financial literacy (like us) could grasp the importance. After a meeting, he also summarizes what we discussed to make it that much easier to follow through with his recommendations. Additionally, you can tell how passionate he is about education through the email newsletters and very thoughtful blog posts that he writes. He has the ability to write about interesting and relevant topics in an informative way and makes his articles entertaining and fun to read! We really appreciate how much time he takes to understand our unique circumstances, including risk tolerance, current financial situation, and long-term aspirations such as planning wisely with life events and family goals in mind. He is always accessible, and promptly addresses any questions or concerns whenever they arise. Thanks to his expertise, we trust him to guide us throughout life’s ups and downs and prepare us for a comfortable retirement. We feel that his transparency and honesty serves as a strong foundational relationship, which we think is crucial when entrusting someone with your financial future. We wholeheartedly recommend JR to anyone seeking a financial advisor who combines exceptional knowledge and passion with a genuine commitment to their clients' success.
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