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hiis@hawaiiusafcu.com
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Investment Planning

Investment Planning

If you’re interested in customized investment advice and steady approaches to investing, our LPL financial advisors are here to assist you. We’ll demystify investing and avoid the fads while creating a solid strategy for you.

Helping your future look brighter

Whether you are making your first investments or you already hold a portfolio of assets, the LPL Financial Advisors at HawaiiUSA Insurance & Investment Services are eager to listen to your needs, for today and tomorrow.

If You’re Just Getting Started

  • Begin investing with as little as $50 per month
  • We have plenty of experience helping first-time investors
  • We’ll explain terminology and possibilities so you’re comfortable
  • Discover the importance of a diversified portfolio based on tried and true investing principles

If You Already Own Investments

  • You’ll get personalized service that prioritizes your goals
  • We’ll explain what you own and how to manage it today and into the future
  • We offer assistance in organizing multiple investment accounts

If you’d like to talk to us today, please call (808) 844.8338.

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