FINANCIAL PLANNING

FINANCIAL PLANNING

 
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GET CLOSER TO YOUR FINANCIAL GOALS
BUILD WEALTH
INVEST SMARTER
REDUCE TAXES
OPTIMIZE INCOME
FROM DIY TO FULL SERVICE
FINANCIAL PLANNING
LET ME HELP YOU ON YOUR FINANCIAL JOURNEY
NO MATTER WHERE YOU'RE AT
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GOLDEN AGE

Over 50, nearing retirement or in retirement.

 

Most common questions:

  • Am I on track to retire comfortably?

  • Will my money last me through retirement?

  • Should I take Social Security early?

  • Will my family be secure if something happens to me?

FULL HOUSE

All families look different.

 

   

 

Most common questions:

  • How do I balance my family spending while we save for our future?

  • Are we on track to achieve our family goals? 

  • What happens to my family if our income is negatively affected?

 

MOM BOSS

You may or may not work outside the home.

Most common questions:

  • How do I maximize our family income?

  • How can I start teaching my children about finances early?

  • How much should I save for my children's college and when should I start?

NEWLY ADULTING / FRESH OUT OF COLLEGE

Are you just starting your new role as an adult?

Everyone starts somewhere.

 

Most common questions are:

  • I want to learn how to invest and plan for the future, what are the steps I could take today to get there?

  • I don't make a lot of money, can I still plan for the future?

  • How do I manage my debt?

IN UNIFORM

Those who serve.

Military, Police, Firefighter..ect. 

Married or not.

Most common questions:

  • How does my retirement pension affect my retirement?

  • How do I maximize my TSP/401k?

  • What happens if I change my career?

PROFESSIONAL/ENTREPRENEUR

Are you building and/or growing your life and/or business? Married or not.

 

 

Most common questions are:

  • How do I maximize my income?

  • What are my options if I am laid off?

  • Where is the best place to invest?

  • What type of IRA is right for me? 

  • How much do I contribute to reach my retirement goals?

 

DIVORCED

Preparing for divorce, currently going through divorce, recently divorced.

Most common questions:

  • How do I fairly split our assets? What should I ask for?

  • How will this divorce affect my retirement?

  • How will this divorce afect the financial goals I have for my children?

FIDUCIARY OATH
As your financial planner, I stand by the Fiduciary Oath
(That means I will ALWAYS put your best interest first)
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CONTACT US

MAILING ADDRESS  |  801 Kakala St. Unit 48  

                                Kapolei, HI 96707 

E-MAIL for general info, appointments, and administrative inquiries 

 BGarcia@1t1ffinancial.com

E-MAIL Claudia directly 

CEMoreno@1t1ffinancial.com

PHONE  |  (619) 320-5489

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