Jeremy J. Wakamiya
Financial Advisor
"We help people worry less about money"
Financial Knowledge To Empower You
Our team helps people worry less about money- and that includes you. Feel free to take a look at our resources, and reach out to get a head start on your planning today
Calculators
Use these free interactive calculators to estimate or compare many aspects of your financial welfare. You'll find calculators to help you determine your insurance needs, retirement funding requirements, and your college savings budget. These tools can help you get a jump start on a secure financial future.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.
Long-term care: have more choice and control.
Have more freedom and control to choose where you could get care should a chronic illness or disabling injury prevents you from living on your own, no matter how old you are.
Reach your new level of financial confidence.
I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.
I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:
Protection strategies
Wealth accumulation
Managing tax advantages
Optimizing retirement
Leaving a legacy
Charitable planning