Honolulu Hawaii Estate Planning, Probate and Living Trusts Attorneys Sterling & Tucker

SERVICES
 
 
Financial Services May 2006, Volume 20

Using a Financial
Advisor Can Make
Dollars and Sense

Retirement. It’s not what it used to be. Today, more of us are responsible for our financial futures than ever before. That’s where the need for sensible, long-range planning comes in. While planning for your financial future may appear complicated, time consuming or even confusing, it doesn’t have to be. But if you do feel this way, you’re not alone. In fact, you have lots of company.

We help our clients prepare for their financial futures every day by offering a wide range of investment and savings tools. Their goal is simple: to find the best possible savings and investment plan to meet your goals. One of the ways we do this is by creating your financial profile, which among other things, helps determine where you would like to be later in life and how to get there.

Not only can we help you with a wide range of investment opportunities, but we can also help with insurance, estate planning, college funding, and of course, retirement. We’re pleased to provide sane and objective guidance in dealing with what can seem like a complicated issue – your financial future.

Wherever you are in life, it’s never too early, or too late, to begin a sensible investment plan. Over the years, an increasing number of individuals have discovered that we have been able to provide the right answers to their investment questions. And if you’ve already got an investment plan, one of our advisors would be happy to review it for you.

Finding the right financial advisor may be the most important financial decision you make – and possibly one of the most rewarding. Call us today for a no-fee, no-obligation appointment.

For Further Information contact,

Diane L.S. Ho

LUTCF, CLTC

808-531-5391 Ext. 305

 

Dexter S. Aoki

Chief Investment Officer

808-531-5391 Ext. 350

 

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Declare Financial Independence

A COMPLIMENTARY WORKSHOP FOR PEOPLE SERIOUS ABOUT PLANNING FOR THE FUTURE

Today, retirees are living longer than ever—perhaps longer than planned. Will your retirement assets last as long as your retirement?

Please join us
to hear more about . . .

* Making your money last during retirement using variable annuities.

* Strategies to maximize your chances of maintaining the payments needed to enjoy
a long retirement.

* The role of guarantees to help manage risk (contractual guarantees are backed by the claims paying ability of the issuer).

* Financial tools to help make your retirement assets more secure, regardless of market performance.

When you attend this no-obligation educational workshop, you will hear how variable annuties can help provide you with guaranteed retirement payments. All seminars will be held here at Sterling & Tucker’s Honolulu office, and parking is free.

WHERE & WHEN

Date
Thursday May 11
10:00 AM or 4:00 PM

Saturday May 13
12:30 PM

Location
Sterling & Tucker
Haseko Center
820 Mililani St. 4th Floor
Honolulu, HI

RSVP Please to
Jennifer Chun
531-5391 Ext. 352

Free Parking & Refreshments
Will Be Served

Seating is Limited. Call Now!
Seminars run approximately 1 hour to 1 1/2 hours


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Contact your financial consultant for more information, including a prospectus that contans complete details on investment objectives, risks, fees, charges and expenses as well as other information about the investment company, which should be carefully considered. Please read the prospectus carefully prior to investing. The prospectus contains this and other information on the product and the underlying portfolios.

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Sterling & Tucker Office Locations
Estate Planning Attorneys for Honolulu, HI
HONOLULU
820 Mililani Street
4th Floor
Honolulu, HI 96813
Phone: (808) 531-5391
Fax: (808) 538-3949

CONTACT US
See a map to this office!

Attorney consultations in Hilo, Hawaii and Wailuku, Maui available by appointment.

    © 2008 American Academy of Estate Planning Attorneys   | ;  Disclaimer