Financial Planning Hawaii
The name “Financial Planning Hawaii” was chosen because it succinctly describes our business. Clients of FPH will find that we spend a great deal of time getting to know them and that the guidance we provide is specifically tailored to their interests and goals. While many competitors equate investment management with financial planning, at FPH, we believe that non-investment related planning mistakes and oversights can be just as costly as poor investment decisions. As such, we take a holistic approach that strives to address both the quantitative and qualitative aspects of our clients’ planning strategies.
In addition to providing sophisticated investment planning guidance, FPH constantly strives to raise client awareness of important issues pertaining to estate planning, creditor protection, emergency preparedness, insurance planning (life, long term care, and disability), and identity theft protection. FPH also believes that financial planning is not a one time event, but an ongoing lifelong and sometimes multigenerational process.
FPH emphasizes frequent client communication through email updates, the FPH blog, John Robinson’s quarterly newsletter, individualized mailings, telephone calls and periodic review meetings. If you are accustomed to a traditional bank or brokerage relationship, we believe you will find FPH to be a refreshingly friendly, non-sales oriented experience.
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