Quarterly News Roundup: Here We GROW!
Our business has taken a significant step forward by expanding our team with the addition of Alani and Jarrett!
Alani is our new Marketing & Outreach Manager. Her expertise and leadership will allow us to enhance our outreach efforts, ensuring we remain deeply connected to the community while expanding our ability to provide tailored solutions that empower individuals to make informed financial decisions for their future.
Jarrett is our new Registered Admin. With his extensive financial background, he supports Roger and the team by analyzing and preparing client plans, helping ensure they are implemented successfully, and assisting with various administrative tasks.
With Alani and Jarrett on board, we’re entering an exciting new chapter defined by stronger community connections, enhanced client support, and a renewed commitment to helping families plan with confidence. Their unique skills and shared dedication to our mission will allow us to serve our clients more effectively than ever, ensuring that every plan we create is backed by care, expertise, and a vision for long-term peace of mind.
On Island News
Roger was featured on Island News through KITV, sharing our mission and the importance of long-term care planning with a broader Hawaiʻi audience. This interview is a great snapshot of how we add value to Hawaii families, and why we do the work we love to do.
It was an incredible opportunity to raise awareness about the services we offer and the growing need to plan ahead for life’s “what-ifs.” We’re so thankful to KITV for the platform, every conversation helps us reach more families with the knowledge and tools to protect what matters most.
Founding Sponsorship: Hawaiʻi Pickleball Magazine
We’re proud to be a Founding Sponsor of Hawai‘i Pickleball Magazine! As this sport continues to grow across the islands, we’re honored to support a publication that celebrates the vibrant pickleball community, shares valuable resources, and connects players of all levels. Just like in pickleball, success in life and planning comes from strategy, preparation, and teamwork.
In the Community
This past quarter, we’ve been on the move! Every week, we’ve been partnering with local organizations to facilitate educational seminars and tabling events across Oʻahu. From sparking conversations to answering on-the-spot questions, each event has been a chance to connect, share knowledge, and inspire action. Together, we’re building awareness, strengthening relationships, and helping families plan for a future they can feel confident about.
Click HERE if you’d like to schedule a complementary seminar for your organization!