Broker Check

Our Services

We serve individuals and businesses in many areas of financial management, including:

  • Retirement planning
    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire. Managing assets before and during retirement. 
  • Wealth Planning
    Helping with strategies to preserve your estate for your intended heirs. Potentially minimizing exposure to estate taxes and probate costs. Coordinating with tax and legal advisors.*
  • Insurance Planning
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
  • Education funding
    Recommending investment and accumulation strategies to help you pay for your children's education. 
  • Investment Planning
    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals.

*Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jared@voyahawaii.com  |  (808) 597-8213