Broker Check

Products & Services

We provide assistance in the following areas:


  • Mutual Funds
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts
  • Fee Based Accounts
  • Third Party Money Managers
  • Variable Annuity

Financial Planning

  • Comprehensive Financial Planning
  • Retirement Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Simple IRA
  • Estate Strategies
  • Fee Based Accounts
  • Money Purchasing Plans
  • Profit Sharing Plans


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Fixed Annuities

Income Tax Preparation Services

Is there a monster in your State of Hawaii 403(b)?

The monster is excessive fees in your 403(b) plan.  Many 403(b) participants are unaware of these excessive fees because they do not show up on their statements.  But these fees have a direct effect on your account balance.  We have studied the State of Hawaii retirement plan as well as the 403(b) vendor choices you have to choose from and can help you plan for retirement by investing in a conflict free platform with Aspire Financial Services.

We have chosen Aspire Financial Services because no other State of Hawaii 403(b) vendor has:

  • Choices of over 25,000 investment options
  • Lowest fee structure
  • Widest array of professional Third Party Money Managers to manage your investments
  • No commission structure allows you to invest in a conflict-free platform

Please contact us to help you begin your journey to financial freedom!