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Tax-Advantaged Wealth Transfer

Tax-Advantaged Wealth Transfer

It’s possible to create more wealth to pass along to your heirs while making it income tax-advantaged. If you are in a position to transfer your wealth to beneficiaries, we can help you maximize its value.

Creating a smart plan for your wealth transfer

When you’re planning your estate and developing a strategy to transfer wealth, CFS Financial Advisors at HawaiiUSA are here to assist.

If you’d like to schedule a complimentary wealth transfer consultation, please call (808) 844.8338, or (808) 872.1208 on Maui.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.  Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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