Aloha! My name is Brian,
I am the head of Hifi Strategies and I currently live in Hawaii while working with clients virtually. I bridge the gap between advice and execution. I provide comprehensive financial advice guiding my clients in many forms ranging from retiring, tax strategy, or even transferring wealth in order to leave legacies and invest in creating everlasting memories. My priority is to help you achieve your goals and dreams. Every case is unique, and I recognize that your wishes are the most important. We will navigate the world of finance and taxes together, with careful planning and collaboration.
The planning process begins with data gathering and clarifying the goals that the strategy will be focused on. Formulation of the plan and then execution. As we know, life changes and so does our finances. We will have regular meetings typically 3-4 times a year ensuring timely action and getting ahead of any life and/or financially related adjustments.
When I am not working it is likely to find me outdoors, whether in the water, in my garden or on my little farm in progress. I love to eat and cook, especially if using fresh local ingredients. I enjoy assisting people who want to achieve more in their lives.
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