David P Rasak
Financial Advisor|CFP®, CLU®, ChFC®, RICP®
Los Angeles / Honolulu
What matters most?
We believe the starting point of any financial conversation should be with you. Taking the time to talk about your life, your family, your priorities, and goals helps us create a comprehensive plan to have as a foundation for life’s twists and turns. Knowing what matters most for you will help us build insightful and actionable strategies to build upon throughout the years.
Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Education funding
With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.
Business planning
No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.
