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.
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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?

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STEP 1

Get Organized

Step 1

  • Discuss your retirement questions

  • Clarify and establish your retirement vision

  • Organize your financial numbers

Get Organized

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STEP 3

Monitor Monthly

Step 3

  • Stay on track with regular monitoring

  • Continually fine-tune

  • Make adjustments as life changes

Monitor Monthly

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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

Mortgage Balance | $200k

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Retirement/Savings | $1.5M

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Mr. & Mrs. Young | 62yrs old

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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.

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Renovate Kitchen | $50k budget

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Annual Travel | $15k/yr.

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Goals

Company Brochure

Learn more about how we can help you

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We're Built to Serve You Like Family

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​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.  
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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.
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24/7 Online Access
Your personal financial dashboard organizes all your information in one centralized location
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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
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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

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