Broker Check

We offer free consultations to assess your situation and discuss your priorities.

We review your financial documents and discuss potential strategies and costs.

If our approach is a good fit, we agree upon an action plan tailored to your needs, income, and goals. 

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
Green Banner

MAILE

Basic Core

  • Outside holdings reviewCheck
  • Portfolio constructionCheck
  • Education planningCheck
  • Investment adviceCheck
  • Retirement analysisX
  • Risk analysis & monitoringX
  • Estate/trust coordinationX
  • Education & coachingX
Blue Banner

WILIWILI

Comprehensive

  • Financial holdings reviewCheck
  • Portfolio constructionCheck
  • Education planningCheck
  • Investment adviceCheck
  • Retirement analysisCheck
  • Risk analysis & monitoringCheck
  • Estate/trust coordinationCheck
  • Education & coachingCheck
Orange Banner

MANGO

Advice-only

  • Financial holdings reviewCheck
  • Portfolio constructionX
  • Education planningCheck
  • Investment adviceX
  • Retirement analysisCheck
  • Risk analysis & monitoringX
  • Estate/trust coordinationCheck
  • Education & coachingCheck

WE ALSO PROVIDE À LA CARTE SOLUTIONS TO SUPPLEMENT YOUR NEEDS

Long Term Care

Long Term Care
  • Tax-free payouts
  • Preserves assets 
  • Protects your family
  • At-home or facility care
  • Hybrid or stand alone
  • Single or Joint Life
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Property & Casualty

Property & Casualty
  • Automobile
  • Homeowners or Renters
  • Hurricane
  • Fire
  • Flood
  • Umbrella
  • Worker's Comp
  • General Liability
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529 College Savings

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.

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Annuities & Income

Annuities & Income
  • Tax deferral benefits
  • Creation of lifetime income
  • Guaranteed payments
  • Immediate or Deferred
  • Fixed or Variable
  • Low or No-Cost options available
Learn More