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At Ali’i, we measure our success by the strength and application of your legacy. We will use our 28 years of experience to help you set—and reach—your financial goals, with a plan tailored to meet your personal needs. Ali’i Financial Consulting desires to partner with you to build realistic strategies for today, that will secure the integrity of your estate for future generations. Contact us for a complimentary consultation!

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Charles

CHANGING TIMES

Let’s face it—today’s world is far different from the one many of us grew up in. Much of what we held as foundational in the past is now subject to huge paradigm shifts. But no matter what the fiscal climate brings, one thing will stay the same: our commitment to your financial well-being.

Whether you are embarking on a journey such as a new home purchase or startup business, looking farther down the road to retirement, or providing for children’s educations, our values-based legacy planning and services will shed a helpful light on your path.

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A CUT ABOVE

We at Ali’i value the honest and straight-forward approach. We never want you to feel like you are being railroaded into a decision or fed an empty sales pitch; we want you to understand your options and feel good about your decisions every step of the way.

Financial health plays a vital role in overall wellness, and it is our aim to provide nurturing and supportive guidance. This is evidenced by our Donation-Based Planning Fee: our fees are fully disclosed, based on services provided, but the client is free to pay based on gratitude or financial ability. You get to decide what value we bring to the table.

We are confident that Ali’i Financial Consulting will be an indispensable asset in your planning, because when you partner with us, your best interests are never compromised. As we dedicate our efforts to your success, we remain totally committed to your well-being.