Just a quick note about our financial adviser, Michael Martin. For over 15 years now, Mike has been a fantastic listening-board for our short term and long term financial needs. And before our recent retirements, my wife and I had many issues and questions related to the eventuality of our post career life and now here we are. I cannot thank Mike enough for providing us with good solid advise during those years leading up to being "a retired couple". Both of us were exceptionally lucky and had very interesting and super dynamic jobs and with that; we did not have the time to watch the markets and trends in the financial world, so I just want to put out a "Big Mahalo" to Mike for helping us stay the course and put our allotted funds to the best use possible and help us actually save some money. Mike was right "you need to invest for the long term" and he saw both of us through the hard times in 2008 and the subsequent years thereafter. Cool, Ron & Sharon Halverson.

Offers evening hours by appointment and staff are truly interested in helping you with your financial planning