Getting Started

A Financial Consultant can provide information and help you at every stage of the investment planning process. In preparing to meet with one of our Financial Consultants, please have the following information:

  • Your basic needs, the timeline for meeting those needs, and your investment objectives
  • Information on your current financial situation
  • Your risk preference
  • Your desire for asset allocation and diversification


BC firm badge


Securities and Advisory services offered through LPL Financial, a Registered Financial Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. American Savings Bank and American Insurance and Investments are not registered brokers/dealers and are not affiliated with LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities with residents of the State of Hawaii.

Not FDIC Insured

May Lose Value

Not a Bank Deposit

Not Bank Guaranteed

Not Insured by Any
Federal Government Agency