Helping People Retire With a Tailored Plan
Are you retired or within 5 years of retirement but don't have a clear plan?
We developed a step-by-step process to cover all your bases.
YOUR BIG
3 QUESTIONS
Lets talk about it ...
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Do I have enough to retire?
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Will I survive future uncertainties?
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Will my family be ok when I'm gone?
STEP 1
Get Organized
Step 1
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Discuss your retirement questions
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Clarify and establish your retirement vision
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Organize your financial numbers
Get Organized
STEP 3
Monitor Monthly
Step 3
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Stay on track with regular monitoring
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Continually fine-tune
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Make adjustments as life changes
Monitor Monthly
STEP 2
Customize a Plan
Step 2
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Follow our step-by-step process
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Target your goal with a tailored solution
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Cover all your bases with the documented plan
Customize a Plan
What Makes The Mission Master Plan Different?
Designed for Retirees
We can't be all things to all people. Instead, we're focused on the biggest financial decision and transition of your life.
Step-by-Step Process
Planning for retirement can be complex and confusing. Our process clarifies your path forward.
Monthly Check-Ups
Getting started with a plan in the right direction is only the beginning. Success requires an ongoing system.
Case Study
Mr. & Mrs. Young want to retire in 1 year ...
Note: This is a hypothetical scenario. Mr. & Mrs. Young are not actual clients of Mission Financial Group. Their results should not be construed as a guaranteed outcome.
Scenario
Mortgage Balance | $200k
Retirement/Savings | $1.5M
Mr. & Mrs. Young | 62yrs old
Scenario
Questions
When to claim Social Security?
How do we update investments?
Does an annuity make sense for us?
Should we buy LTC insurance?
What if one of us dies early?
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Questions
Goals
Maintain Lifestyle | $10k/mo.
Renovate Kitchen | $50k budget
Annual Travel | $15k/yr.
Goals
Company Brochure
Learn more about how we can help you
We're Built to Serve You Like Family
Unbiased Advice
Because we're an independent firm, we have the freedom to explore the universe of investment solutions. We're not captive to a proprietary product or brand.
Commitment to your best interest
As Accredited Investment Advisors (AIF) we'll only give you the kind of advice we'd offer to our own family. Read about our Fiduciary Oath.
24/7 Online Access
Your personal financial dashboard organizes all your information in one centralized location
Security and Confidentiality
From meetings to software tools, your information is completely private.
Multi-Generational Wealth Planning
Do you know a younger family not ready to retire? We can help them too.
We understand that not everyone is ready to launch into retirement and become a client of Mission. However, we want to help them get there. We have partner firms identified to help younger "Mission Families" build wealth and get free from debt.
Through the help of these resources, families we connect will be ready to launch into retirement and enjoy financial independence. When that times comes, Mission will be there to guide the way...
Who Supports Us
We have the strength and culture of a small private firm with the support of large alliances
CONTACT US
Managing Partner | Financial Advisor
Managing Partner | Financial Advisor
Mission Financial Group
IBM Building
1240 Ala Moana Blvd Suite 530
Honolulu, HI 96814
Mission Financial Group
Hawaii Kai Towne Center
6600 Kalanianaole Hwy Ste. 108-B
Honolulu, HI 96825
aloha@missionfinancial.com | 808-445-9965