Getting Started.

In preparing to meet with one of our Financial Consultants, please have the following information:

  • Identify financial objectives for retirement
  • Provide information on your current financial situation, tax bracket, and age
  • Identify what benefits you will get from employer retirement plans and social security
  • Give us your preference for risk, diversification, and asset allocation

 

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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