Justin Akai
Financial Professional
I work with clients to plan for their retirement, with majority of my clients being people who are transitioning from one job to another.
I often see people who believe that they are doing everything in their power to plan for retirement by simply just contributing to their employer-provided plan. More times than not, there are many other options available to them that they are unaware of. This is especially true when leaving an employer to start a new career. Typically people decide to leave their retirement funds with their previous employer because they don’t have time or they don’t want to go through the process of rolling it over. This may not be the most suitable option for you. You could be losing out on a lot and not maximizing your results to its full potential.
Our services
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
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We are here for you
- To understand your situation – The most important work we do is getting to know who you are.
- To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
We work alongside you
- To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
- To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
We evolve with you
- To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
- To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.