Find a Financial Planner in Maui County, HI

 

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We did the hard work of finding trustworthy partners in Maui County, HI.

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We Only Work With The Best Maui County Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Maui County, HI

  • Financial Advisor Close to Maui County, HI

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Maui County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Maui County area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Maui County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
21.7% of Maui County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Maui County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the Maui County area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Maui County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Maui County area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. Hawaii has unique laws defining which actions trigger a taxable event and has the 2nd highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Maui County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Maui County area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Maui County, HI

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Maui County, HI

We evaluated over 13,000 RIA firms to bring you the best of the best Maui County financial advisors.
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How Retirement-Friendly is Maui County, HI?

  • Population: 165,979
  • % of Population 62 Years and Over: 21.7%
  • Average Home Value: $639,400
  • Average Monthly Housing Cost: $1,645
  • Average Household Income: $102,759
  • Hawaii Total Tax Burden: 12.19% (2nd Highest in U.S.)
  • Hawaii Property Tax: 2.45% (16th Lowest in U.S.)
  • Hawaii Individual Income Tax: 3.09% (10th Highest in U.S.)
  • Hawaii Sales and Excise Tax: 6.65% (Highest in U.S.)


The Top Financial Advisor Firms in Maui County, HI


CALE FINANCIAL MANAGEMENT LLC

Website

(808) 214-5012

29 Kolonahe Place

Kula, HI 96790

SEC#: 801-118879
Years in Business: 0 years