Three ways to pay for financial advice
MAILE PLATFORM (Basic Core): We earn commissions on transactions, and help you establish self-maintained investment accounts. WILIWILI PLATFORM (Comprehensive): We charge quarterly fees (% of AUM) for ongoing management, financial planning, and more. MANGO (Advice-only): We charge one-time, hourly or annual flat-rate fees, depending on your needs and scope of chosen services.
T&T Service Offerings
- Outside holdings review
- Portfolio construction
- Education planning
- Investment advice
- Retirement analysis
- Risk analysis & monitoring
- Estate/trust coordination
- Education & coaching
MAILE
Basic Core
- Outside holdings review
- Portfolio construction
- Education planning
- Investment advice
- Retirement analysis
- Risk analysis & monitoring
- Estate/trust coordination
- Education & coaching
WILIWILI
Comprehensive
- Financial holdings review
- Portfolio construction
- Education planning
- Investment advice
- Retirement analysis
- Risk analysis & monitoring
- Estate/trust coordination
- Education & coaching
MANGO
Advice-only
- Financial holdings review
- Portfolio construction
- Education planning
- Investment advice
- Retirement analysis
- Risk analysis & monitoring
- Estate/trust coordination
- Education & coaching
Long Term Care
- Tax-free payouts
- Preserves assets
- Protects your family
- At-home or facility care
- Hybrid or stand alone
- Single or Joint Life
Property & Casualty
- Automobile
- Homeowners or Renters
- Hurricane
- Fire
- Flood
- Umbrella
- Worker's Comp
- General Liability
529 College Savings
- Tax benefits
- Transferable within family
- Encourages learning
- 5-year election benefits
- $10k high school tuition, if applicable
Always consult college and tax advisors.
Annuities & Income
- Tax deferral benefits
- Creation of lifetime income
- Guaranteed payments
- Immediate or Deferred
- Fixed or Variable
- Low or No-Cost options available