Maka'ala Financial Services

Maka’ala Financial Services Financial planner in

Makaʻala Financial Services is a reputable financial planning firm located in the Pacific/Honolulu time zone, known for its personalized financial advice and planning services. The firm has garnered positive reviews from clients, reflecting their satisfaction with the comprehensive and tailored financial strategies offered. Whether you're looking to plan for retirement, manage investments, or navigate complex financial landscapes, Makaʻala Financial Services can provide the expertise and guidance needed to help achieve your financial goals.

Services Offered

• Retirement Planning
• Investment Management
• Tax Planning Strategies
• Estate Planning
• Insurance Analysis

Cost Ranges

While specific costs can vary depending on the complexity of the services required, Makaʻala Financial Services typically offers a free initial consultation. Financial planning fees might range from a flat fee for a one-time plan to a percentage of assets under management for ongoing services.

Local Tips

• Schedule appointments well in advance, as the firm is popular and may have a busy schedule.
• Take advantage of the free initial consultation to discuss your financial goals and understand how they can assist you.
• Consider the time zone differences when planning virtual consultations if you are outside of Hawaii.

FAQs

What should I bring to my first consultation?

It's helpful to bring any relevant financial documents, such as bank statements, investment account summaries, and tax returns, to your initial meeting.

Do they offer services in languages other than English?

Please inquire directly with Makaʻala Financial Services to confirm if multilingual services are available.

How often should I meet with my financial planner?

This can vary based on your individual needs, but many clients find value in meeting at least quarterly to review their financial plans and adjust as necessary.

Pacific/Honolulu time zone
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