Mission & Values

Our Mission

Empowering our clients & community to help them live with peace of mind in achieving their financial goals – from the mundane to the extraordinary.  Utilizing our specialized expertise to help guide clients in creating an integrated financial roadmap for their families & their futures.

Our Values

Integrity: Our uncompromising commitment to honesty and deep moral principles.

Shown in our fiduciary duty to all clients.

Empowerment: Helping our clients build confidence and feel in control of their financial futures.

Creating a collaborative environment where clients feel comfortable in being in command of their financial decisions.

Stewardship: Careful & responsible management of essentials entrusted to one’s care.

We take seriously our role of Stewards for our clients who trust us to recommend what is in their – and their family’s – best interest.

Progressive: Favoring change and growth; moving forward.

We make sure to continue our own growth and improvement to consistently provide creative yet relevant solutions.

Charitable: Seeing others through the lens of kindness, refusing to judge others severely.

We exercise this by always assuming “positive intent” by all parties.

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Our Process

For important things, people value the services of an expert to create a plan. Planning for financial security is no exception. Professional guidance can help you achieve your financial security goals.

We take a planning approach which allows us to recommend solutions aligned with your goals and objectives. We accomplish this by taking time to understand your situation and needs. When necessary, we utilize our resources such as access to working jointly with other experts in our office, leveraging our attorneys and specialists in Advanced Planning at Northwestern Mutual, insurance services, and internationally recognized investment products to provide solutions for you.

Whether you are planning for your own financial needs, those of your family, or your business, we can help you find the right answers. We will take the time to get to know your situation thoroughly by asking the difficult questions because we care about you and your family.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Boost your financial knowledge.

Our Team is Award-Winning

Forbes has recognized Reid Matsushima as one of the top financial security professionals in Hawaiʻi. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you!

Forbes Top Financial Security Professionals list (July 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.

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Since Forbes started its SHOOK Research, Reid Matsushima has been recognized by Forbes as one of the Top Best-In-State Financial Security Professionals for the 3rd year in a row. You can read the article here.