The bottom line is we provide equal and personalized service to all our clients. Whether their insurance and investments are big or small, it is of vital importance to each and every one of them. Then it is our duty to service them on an equal basis.
We service all of our clients and prospective clients equally. Be it when they are first born (life insurance, 529 plans) to our oldest client who is 98 (insurance and investments). We service people from every socioeconomic group, people who make minimum wage ($10,000 life policy) to people that are some of the wealthiest in Hawaii ($30,000,000 estate planning case, investments, etc.). We service small business owners (sole proprietors) to some of the largest corporations in Hawaii (key-person insurance, 401k plans, group long term care). Our main clientele base is from Hawaii, but we have in multiple other states too.