Wealth Management in Kauai County, HI

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List of Firms

Kauai County, HI Wealth Management Firms

Real Property Management Island Professionals
5 out of 5
Location 2960 Kalena St, Lihue, HI 96766, USA
Phone (808) 240-4750
Ohana Business Solutions
5 out of 5
Location 4442 Hardy St #101, Lihue, HI 96766, USA
Phone (808) 245-1965
Associa Hawaii
4 out of 5
Location 4-1579 Kuhio Hwy #102a, Kapaʻa, HI 96746, USA
Phone (808) 821-2122
Tallus Capital Advisors
Location 1696 Haleukana St, Lihue, HI 96766, USA
Phone (808) 720-6633
Edward Jones - Financial Advisor: Rob Lansdell, AAMS™
Location 4469 Papalina Rd, Kalaheo, HI 96741, USA
Phone (808) 332-7469
Healthy Money Choices
Location 3094 Elua St, Lihue, HI 96766, USA
Phone (808) 346-1331
Koloa Kai Vacation Rentals
5 out of 5
Location 2-2514 Kaumualii Hwy #105, Kalaheo, HI 96741, USA
Phone (808) 638-2501
Malama Wealth - Chris Rine, Financial Advisor
5 out of 5
Location 4371 Puaole St E, Lihue, HI 96766, USA
Phone (808) 245-3571
Métier Pacific Private Wealth Group
Location 2970 Kele St # 112c, Lihue, HI 96766, USA
Wealth Management in Kauai County, HI

Where Wealth Management Advisors in Kauai County, HI Serve

Kauai County, located in the Hawaiian Islands, is a stunning destination that boasts a plethora of natural landmarks and attractions. From the soaring cliffs of Na Pali Coast State Park to the serene beaches of Poipu, Kauai County is a haven for outdoor enthusiasts and nature lovers alike. The top employers in Kauai County include the tourism industry, healthcare providers, and government agencies. Some of the major highways and streets in the area include Kuhio Highway, Kaumualii Highway, and Rice Street. Kauai County is comprised of several unique neighborhoods, each with its own charm and character. From the historic town of Hanapepe to the bustling city of Lihue, there is something for everyone in Kauai County. Whether you're looking for a quiet retreat or an action-packed adventure, Kauai County is the perfect destination for your next getaway.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Kauai County, HI can benefit from a bank in numerous ways. For instance, given that the county is an island, banks can provide access to financial services that may not be readily available. Furthermore, banks can help residents with managing their finances, such as setting up savings accounts or obtaining loans to start businesses. Additionally, Kauai County has a significant tourism industry, which means that banks can assist residents with foreign currency exchange and other services that cater to tourists. Moreover, banks can provide support to residents during natural disasters, such as hurricanes or tsunamis, which are common in the area. In conclusion, having a bank in Kauai County, HI can provide a range of benefits to its residents, from financial management to emergency support.

Insurance Broker

Residents of Kauai County, HI can benefit from the services of an insurance broker in various ways. Firstly, the broker can help them navigate the complex insurance market and find policies that suit their needs and budget. This is particularly important in Kauai County, which is prone to natural disasters such as hurricanes, floods, and landslides. An experienced broker can help residents understand the risks they face and recommend policies that provide adequate coverage. Additionally, the broker can assist residents in filing claims and negotiating with insurance companies, which can be a daunting task for those who are unfamiliar with the process. Moreover, the broker can provide valuable advice on how to mitigate risks and prevent losses, which is crucial in a place like Kauai County where the cost of living is high and property values are susceptible to fluctuations. Overall, an insurance broker can be a valuable ally for residents of Kauai County, helping them protect their assets and achieve greater peace of mind.

Retirement Planning

Residents of Kauai County, HI can benefit from the expertise of a retirement planner in various ways. For instance, a retirement planner can help them navigate the complex tax laws of the state, especially since Hawaii is one of the few states that taxes retirement income. Additionally, a retirement planner can assist residents in creating a comprehensive retirement plan that takes into account the high cost of living on the island, which is 67% higher than the national average. This includes factoring in the unique challenges of living on a remote island, such as limited access to healthcare facilities and higher transportation costs. Furthermore, a retirement planner can help Kauai County residents maximize their Social Security benefits, which is especially crucial since Hawaii has one of the highest life expectancies in the country. Overall, a retirement planner can provide valuable guidance to help Kauai County residents achieve a secure and comfortable retirement.

Financial Advisor

Residents of Kauai County, HI could greatly benefit from the expertise of a financial advisor. With the county's reliance on tourism, the economy can be unpredictable, making it difficult for individuals to plan for their financial future. A financial advisor could assist residents in creating a budget and developing a savings plan to prepare for any economic downturns. Additionally, with the high cost of living in Hawaii, a financial advisor could help residents navigate the complex world of investments and retirement planning to ensure they are on track to meet their long-term financial goals. Moreover, given the county's unique geography and susceptibility to natural disasters such as hurricanes and floods, a financial advisor could assist residents in creating an emergency fund and developing a plan to protect their assets in the event of a disaster. Overall, a financial advisor could provide valuable guidance and support to residents of Kauai County, HI in navigating the complex financial landscape of the region.

Mortgage Loan Officer

Residents of Kauai County, HI would be assisted by a mortgage loan officer in several ways. Firstly, with the high cost of living in Hawaii, residents may need to take out a mortgage loan to purchase a home. A mortgage loan officer can provide guidance and support throughout the application process, helping residents secure a loan with favorable terms and interest rates. Additionally, Kauai County has a diverse population with varying financial circumstances, including many native Hawaiians who may face unique challenges in securing a mortgage loan. A knowledgeable loan officer can work with residents to find suitable loan programs, such as those offered by the Department of Hawaiian Home Lands, which provide affordable financing options for native Hawaiians. Furthermore, Kauai County has a high percentage of homes located in flood zones, which can complicate the mortgage process. A skilled loan officer can assist residents in navigating the flood zone requirements and obtaining the necessary insurance coverage to secure their loan.

Tax Services

Residents of Kauai County, HI could benefit from the expertise of a tax advisor in a multitude of ways. One specific area of concern in Kauai County is the impact of tourism on taxes. A tax advisor could assist residents in navigating the complexities of short-term rental taxes, which have become a significant source of revenue for the county. Additionally, with the recent implementation of the General Excise Tax (GET) surcharge, a tax advisor could help residents understand how this affects their business or personal taxes. Furthermore, a tax advisor could provide guidance on tax planning strategies, such as maximizing deductions for charitable donations to local organizations that support the community. Overall, a tax advisor's knowledge and experience could be invaluable to Kauai County residents in navigating the unique tax landscape of their community.

Estate Planning Lawyer

Residents of Kauai County, HI can benefit greatly from the services of an estate planning lawyer. With its unique geography and culture, Kauai County presents specific estate planning challenges that require the expertise of a knowledgeable attorney. For example, the high cost of living and limited availability of land on the island make it essential to plan for the future in a way that maximizes the value of one's assets. Additionally, the prevalence of tourism and the influx of seasonal residents means that estate planning must account for potential changes in income and property ownership. An estate planning lawyer can help residents navigate these challenges and create a comprehensive plan that protects their assets and ensures their wishes are carried out after their passing.


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