Helping people make good decisions about their money.
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Don’t let finances rule you, manage finances
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We provide financial
planning to three types
of clients.
Wealth Accumulators
You may not yet have a lot of assets, but you are in an excellent paying profession and want to make sure you and your family have a secure financial future.
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Transitioning to Retirement
If you are within 5 years of retirement (or change playing to planning) to change from a high stress high salary profession to one more aligned with your life goals and passion but that may not provide as much income). You have a number of key decisions to make; Can you afford to take the pay cut and still life the lifestyle you want? What benefits should you take from your employer and when? When to take social security? How to get and pay for medical insurance.
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Building a Legacy
Long-term thinking for a lifetime of living. We can help you plan for the orderly transfer of your wealth to charity and/or future generations. Make sure you have a plan in case you need in-home or nursing care.
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What makes us different
Financial Planning
We make sure that you are as prepared as possible for the significant financial events that occur during your life.
Investment Advice
You can continue to enjoy your life, secure in the knowledge that Honu’s experts are taking care of your portfolio.
Wealth Management
We combine financial planning and investment advisory services into a single fixed annual fee that offers a tremendous value.