FP
Financial Planning Hawaii
Le partenaire de planification financière de confiance à Honolulu, qui propose des stratégies claires et concrètes.
5
Business
$$$
Le partenaire de planification financière de confiance à Honolulu, qui propose des stratégies claires et concrètes.
Financial Planning Hawaii est un cabinet de conseil financier basé à Honolulu, offrant des analyses complètes d'actifs et de passifs et des conseils stratégiques en investissement. Sous la direction de John Robinson, l'équipe est reconnue pour ses explications claires, sa planification approfondie et son service réactif. Les clients apprécient les opportunités fiscalement avantageuses, la planification de la retraite et la prise de rendez-vous en ligne facile, ainsi que des rapports et outils EMoney qui soutiennent des décisions éclairées.
Aucune photo disponible
Analyse complète et stratégies pour vous assurer d'être sur la bonne voie vers une retraite sécurisée, y compris la gestion des IRA et la planification des revenus.
Évaluation détaillée des portefeuilles d'investissement avec des informations sur les opportunités, les risques et des stratégies fiscalement avantageuses pour maximiser les rendements.
Conseil d'expert sur des méthodes nuancées pour réduire les charges fiscales, y compris les transferts de titres et l'optimisation des actifs.
Analyse approfondie couvrant tous les actifs et passifs pour offrir une image claire de votre santé financière et de vos perspectives d'avenir.
Explications personnalisées et communication continue pour aider les clients à comprendre les tendances financières et à prendre des décisions éclairées.
Note globale
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.
Revendiquez Financial Planning Hawaii pour mettre à jour les informations, répondre aux avis et accéder aux statistiques.
