Insurance | Services

By: Hayashi Holden  09-12-2011
Keywords: financial plan

An important component of financial well-being is addressing risks to which you and your family are vulnerable. Insurance can be used as a complementary component of your financial plan to limit your exposure, manage risk, and preserve your wealth.

We can help you use insurance as a tool to meet financial goals through minimizing taxes, enhancing income, managing health risks, protecting assets, or creating a legacy.

(pdf)
(pdf)
(pdf)
(pdf)
(pdf)
(pdf)
- Aug 2010 (pdf)
(pdf)

Keywords: financial plan

Other products and services from Hayashi Holden

09-12-2011

Financial Planning | Services

The increased clarity that many people experience as a result often leads to the ability to articulate goals and set priorities, which in turn helps in the process of choosing appropriate investments. Perhaps the greatest value of building a financial plan is the very act of organizing your finances and gaining a greater sense of your current situation.


09-12-2011

Charitable Giving | Services

There are many factors to consider and fully understand when you're donating shares, using insurance policy strategies, starting your own charitable giving fund, planning for a donation through your estate, or the many other philanthropic strategies. We take great pride in our ability to help clients with their charitable giving and share in their excitement when together we see the benefits of their generosity.


09-12-2011

Wealth Management, Risk Management, Estate and Investments

We provide investment advice based on critical thinking and thoughtful research once we fully understand what you want to accomplish. We succeed when we help you meet your goals, whether you want to increase your net worth, maximize income, or preserve your legacy. We consider your full financial situation in the analysis for a more complete financial strategy.