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.
Watch our Intro Video (2mins)
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YOUR BIG

3 QUESTIONS

Lets talk about it ...
  1. Do I have enough to retire?

  2. Will I survive future uncertainties?

  3. Will my family be ok when I'm gone?

STEP 1

Get Organized

Step 1

  • Discuss your retirement questions

  • Clarify and establish your retirement vision

  • Organize your financial numbers

Get Organized

STEP 3

Monitor Monthly

Step 3

  • Stay on track with regular monitoring

  • Continually fine-tune

  • Make adjustments as life changes

Monitor Monthly

STEP 2

Customize a Plan

Step 2

  • Follow our step-by-step process

  • Target your goal with a tailored solution

  • Cover all your bases with the documented plan

Customize a Plan

YOUR PERSONAL FINANCIAL ORGANIZER

THE POWER OF OUR INVESTMENT STRATEGY

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

Questions

Goals

Company Brochure

Learn more about how we can help you

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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 founded Velocity Planners as a sister company to help younger "Mission Families" build wealth and get free from debt.

 

Through the help of Velocity Planners, these families 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

Ala Moana Pacific Center

1585 Kapiolani Blvd. Ste. 1450

Honolulu, HI 96814

Mission Financial Group

Hawaii Kai Towne Center

6600 Kalanianaole Hwy Ste. 108-B

Honolulu, HI 96825

Mission Financial Group, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Mission Financial Group, LLC and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Mission Financial Group, LLC unless a client service agreement is in place.  

 

Registered Representatives offering securities through First Allied Securities, Inc. Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services and Mission Financial Group, both Registered Investment Advisers. First Allied entities are under separate ownership from any other entity.  

 

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This website contains information about investment advisor representatives of First Allied Securities. These individuals are not employees, contractors, or representatives of Mission Financial Group, LLC. First Allied Securities and Mission Financial Group, LLC are unaffiliated registered investment advisors. Services cannot be rendered without an executed advisory agreement in place. 

eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC. 

 

Fidelity Investments ("Fidelity") is an independent company, unaffiliated with Mission Financial Group LLC ("Mission").  Fidelity is a service provider to Mission. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Mission and does not guarantee, or assume any responsibility for, its content. Fidelity Institutional℠ provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 961229.1.0