Retirement Planning in Kula, HI

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List of Firms

Top Retirement Planners in Kula, HI

Retirement Planning Made Easy
Location 89 Ionia Ave NW, Grand Rapids, MI 49503, USA
Phone (800) 903-2562
The Retirement Plan Company
2 out of 5
Location 5200 Maryland Way, Brentwood, TN 37027, USA
Phone (888) 673-5440
The Rice Partnership
SEC File# 801-64438
CRD# 135701
Location 444 Hana Hwy #203, Kahului, HI 96732, USA
Phone (808) 446-8299
Fair Winds Wealth Management
Location 843 Maikai St, Makawao, HI 96768, USA
Phone (808) 873-3247
Long Financial Services Inc
Location 395 Dairy Rd C, Kahului, HI 96732, USA
Phone (808) 873-8773
Aloha Life & Retirement
Location 75-5905 Walua Rd STE 9, Kailua-Kona, HI 96740, USA
Phone (808) 430-8686
Morgan Stanley Financial Advisors
5 out of 5
Location 33 Lono Ave Suite 330, Kahului, HI 96732, USA
Phone (808) 877-7671
Retirement Planning in Kula, HI

About Kula, HI for Those Planning to Retire

Kula, HI is a charming town located on the island of Maui. It is known for its stunning views of the Pacific Ocean and lush greenery. The town is home to several landmarks, including the Ali'i Kula Lavender Farm, Haleakala National Park, and the Kula Botanical Garden. The top employers in the area include the Kula Hospital and Clinic, Kula Country Farms, and the Kula Community Association. Major highways and streets in Kula include Kula Highway, Lower Kula Road, and Upper Kimo Drive. The neighborhoods in Kula are diverse and include Keokea, Kula 200, and Kula Kai. With its natural beauty and small-town charm, Kula is a wonderful place to live or visit.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Kula, HI would greatly benefit from having a bank in their community. With the nearest bank being located over 20 miles away, having a local bank would save residents time and money. Specifically, farmers in Kula would benefit from being able to deposit and withdraw money without having to travel long distances. Kula is known for its agricultural industry, with many residents relying on farming as their main source of income. Having a local bank would allow farmers to easily access funds for purchasing supplies, paying employees, and expanding their businesses. Additionally, a bank in Kula would provide financial education and resources to residents who may not have access to them otherwise. This would empower residents to make informed financial decisions and improve their overall financial health.

Insurance Broker

As a resident of Kula, HI, one of the most common ways an insurance broker could assist individuals is by providing guidance on the unique risks associated with living in an area prone to natural disasters. Kula, HI is located on the slopes of Haleakala, an active volcano, which increases the likelihood of volcanic eruptions, earthquakes, and landslides. Insurance brokers can help residents understand the importance of having coverage for these specific risks, as well as provide information on the various types of policies available. Additionally, brokers can help residents navigate the complexities of Hawaii's insurance laws, which can differ from those in other states. By working with an insurance broker, residents of Kula can feel confident that they have the coverage they need to protect themselves and their property in the event of a disaster.

Wealth Management

Residents of Kula, HI can benefit from the expertise of a wealth manager in a variety of ways. One specific aspect of Kula, HI that a wealth manager could assist with is the unique real estate market. As a rural community located on the slopes of Haleakala, Kula's housing market can be complex and challenging to navigate. A wealth manager can provide guidance on investing in property, managing a mortgage, and understanding the tax implications of owning real estate in Kula. Additionally, a wealth manager can help residents with retirement planning, investment strategies, and estate planning. With their knowledge and experience, a wealth manager can help residents of Kula, HI make informed financial decisions and achieve their long-term financial goals.

Financial Advisor

Residents of Kula, HI can benefit from the expertise of a financial advisor in a variety of ways. One specific aspect of Kula that a financial advisor could address is the high cost of living, which is 67% higher than the national average. With the median home price at $1.2 million and the cost of groceries and utilities significantly higher, a financial advisor could assist residents in finding ways to manage their expenses and save for the future. Additionally, with the tourism industry being a major source of income for the area, a financial advisor could help residents navigate the fluctuating economy and invest wisely. They could also provide guidance on retirement planning, estate planning, and tax strategies to ensure that residents are financially secure in the long term. Overall, a financial advisor can provide valuable support and guidance to help Kula residents navigate the unique financial challenges of their community.

Mortgage Loan Officer

Residents of Kula, HI would greatly benefit from the assistance of a mortgage loan officer in a variety of ways. One specific challenge that residents of Kula face is the high cost of living, which can make it difficult to afford a home. A mortgage loan officer can help residents navigate the complex process of securing a mortgage, including finding the best rates and terms for their unique financial situation. Additionally, a mortgage loan officer can provide valuable advice on how to improve credit scores and financial stability, which can make it easier for residents to qualify for a mortgage. With the help of a skilled mortgage loan officer, residents of Kula can achieve their dream of owning a home and building a stable financial future for themselves and their families.

Tax Services

Residents of Kula, HI could benefit greatly from the services of a tax advisor. With the high cost of living on the island, many residents struggle to make ends meet. A tax advisor could help them by finding deductions and credits that they may have overlooked, ultimately saving them money on their tax bill. Additionally, Kula is known for its large agricultural community, and a tax advisor could assist farmers and ranchers in navigating the complex tax laws surrounding their businesses. The advisor could also provide guidance on estate planning, which is especially important in a state like Hawaii where real estate values are high. Overall, a tax advisor could provide invaluable assistance to the residents of Kula, HI, helping them to manage their finances more effectively and plan for a secure financial future.

Estate Planning Lawyer

Residents of Kula, HI would benefit from an estate planning lawyer in several ways. Firstly, the lawyer can assist in drafting a will that ensures the distribution of assets in accordance with the wishes of the deceased. This is especially important in Kula, HI, where the population is aging and many residents own property that has been passed down through generations. Secondly, the lawyer can help with the creation of trusts that can protect assets from creditors and avoid probate. This is particularly relevant in Kula, HI, where the cost of living is high and residents may have significant assets that they want to protect. Finally, an estate planning lawyer can provide guidance on tax planning strategies that can help reduce the tax burden on the estate. This is especially important in Kula, HI, where the state has some of the highest taxes in the country and residents may be subject to both state and federal estate taxes.


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