Retirement Planning

Assisting the people of Hawaii for over 35 years.

Comprehensive financial planning for all of life’s events.

 

E.A. Buck Company has been assisting the people of Hawaii in making investment and financial decisions for over 35 years.  We work with people of all income levels, with no minimum net worth requirement.  In today’s financial world, most services focus on one field and one type of service.  At E.A. Buck, we are unique in our ability to address all pieces of your financial puzzle including:

  • Retirement Planning
  • College Planning
  • IRA & 401(K) Rollovers
  • Fixed Immediate and Deferred Annuities
  • Life & Long Term Care Insurance
  • Stock Market Alternative Investments
  • Tax Advantaged Investments
  • Inflation Sensitive Investment Plans
  • Estate Preservation Strategies

 

By gathering accurate information, we are able to gain a clear understanding of where you are today and what goals you wish to achieve.  Our wealth managers meet with you face to face on a regular basis to review your financial plan and adjust your strategies as needed due to personal or economic change.

 

Our philosophy of risk and tax management serves as a cornerstone for our planning services. We help to ensure you are properly insured for your living needs, including the possible need for long term care, the needs of your beneficiaries and the needs of your estate. Offering various insurance and investment options, our wealth managers focus on educating you on how proposed vehicles can work to help you achieve your financial goals.

 

To learn more, register for our free Tax and Investment Strategies Workshop, request our Financial Strategies Guide, or call to schedule a personal consultation.