Pension Investments

We invest Honolulu’s health care and small business owner’s pensions.

We currently manage Kaiser SchwabPlan accounts for 36 Kaiser Physicians.

Bob’s CPA background helps in selecting your best plan options.

IRA Rollover Investments

The choices for pension and IRA rollovers will make a big difference for you and your heirs. We guide you in tax, pension and estate planning for your pension, IRA rollovers and beneficiary elections.