Financial planning for a brighter tomorrow
Retire With Confidence.
Live With Purpose.
Personalized financial planning for Hawaiʻi families approaching retirement and navigating life’s biggest financial transitions.
Schedule a Complimentary Consultation
More than investments
A more complete approach to your financial future.
As retirement approaches, the decisions become more connected—and often more complicated. We bring together the people, strategies and details to help you make confident decisions and enjoy the life you’ve worked so hard to build.
Five areas. One financial plan.
Your life. Your goals. Our expertise.
A comprehensive approach to help you build, protect and enjoy your financial future.
Retirement
Turn your savings into a sustainable retirement income strategy.
Investments
Build and manage a portfolio aligned with your goals, timeline and risk tolerance.
Taxes
Look for opportunities to make your retirement strategy more tax-efficient.
Protection
Help protect your income, assets and family from life’s unexpected events.
Estate & Legacy
Coordinate your financial plan with the legacy you want to leave.
Who we help
Guidance for life’s important transitions.
Approaching Retirement
You’re within 5–10 years of retirement and want to know whether you’re truly prepared.
Learn more →Recently Divorced or Widowed
Life changed. Your financial plan needs to change with it.
Learn more →Receiving an Inheritance
You’ve received significant assets and want to make thoughtful decisions about what comes next.
Learn more →Designed for individuals and families with $500,000+ in investable assets.
Meet your advisors
Experienced advice.
Personal relationships.
At Summit Financial Advisors, financial planning is personal. We take the time to understand what’s important to you and help turn your financial resources into a strategy for the life you want to live.
Meet the Summit Team
Glennel W. Jordan, MBA, CFP®
CERTIFIED FINANCIAL PLANNER™
Kelley M. Tom, MBA, CFP®, CDFA®
CERTIFIED FINANCIAL PLANNER™
Doug Slagel
Client Concierge
Our approach
A coordinated plan for what’s next.
We take a holistic, long-term approach, bringing together your income, investments, taxes, protection and legacy—so all the pieces work together for the life you want.
Learn About Our ApproachMake better financial decisions
Upcoming Webinar
5 Retirement Tax Mistakes That Could Cost You Thousands
Learn strategies that may help you keep more of what you’ve saved.
November 3, 2026 · 12:00–12:30 p.m. HST
Reserve My SeatYour retirement deserves a plan.
You’ve spent decades building your financial future.
Let’s make sure everything you’ve built is working together.
Client Centered
Our business is built on a foundation of thoughtful client relationships.
Visions & Values
We take the time to get to know you, your values, and what's most important to you.
Collaboration
Working together with you, we come up with strategies that work to accomplish your goals.
Implementation
We work closely with you to implement a customized plan that is tailored to your unique needs.
Monitor
With regular and consistent communication, we help you stay on track and make adjustments as needed.
The Fiduciary Oath
We will always put your best interest first.
We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
We will not mislead you, and will provide conspicuous, full and fair disclosure of all important facts.
We will avoid conflicts of interest.
We will fully disclose and fairly manage, in your favor, any
unavoidable conflicts.
Certified Financial Planning Services in Honolulu, Hawaii
