Experience That inspires confidence
Time is our most limited and therefore most valuable resource.
This holds especially true for entrepreneurs, balancing the demands of a successful business, managing personal finances, while attempting to live a fulfilling life.
We understand.
That is why our sole focus is to help business owners design and execute a plan to simplify and maximize their lifestyle.
Our solutions support business owners through every stage of the business lifecycle:
Growth: tailored financing, cash management, raising capital, asset protection, retirement saving
Pre-sale: buy-sell agreements, business valuation, value acceleration, strategic gifting
Post-sale: lifetime income, health and long-term care planning, philanthropic and legacy planning
And by working closely alongside tax advisers, attorneys, bankers and insurance agents we ensure all aspects of an entrepreneur's financial life is working as hard as they are to achieve life's goals.
Your wealth. Your life. Your Legacy.
Geal Talbert, CFP®, CLU®, CEPA®
First Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Life Underwriter (CLU®)
Certified Exit Planning Advisor (CEPA®)
808-526-6992
Brandon Park, CFP®, CPWA®, CIMA®,CEPA®
Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
Certified Exit Planning Advisor (CEPA®)
808-526-6950
Patricia N. E. Chock
Client Service Associate
Leah Marie Jastillana Castro
Client Service Associate
Marilyn C. Esplana
Client Service Associate