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Our Commitment to You

Our mission is to provide a customized client experience by delivering professional financial advice and strategies in the areas of insurances, investments, taxes, retirement and estate planning.  We strive endlessly to improve our value to our clients by being the primary resource for comprehensive wealth management.  Providing high quality in financial planning for our clients is of the utmost importance to us.

A Message from Kelley and Glennel, Certified Financial Planners®

Meet Kelley Tom

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Meet Doug Slagel

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Meet Glennel W Jordan

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Meet Our Team

How We Serve You

Growing your Money

Leaving a Legacy

Planning your Retirement

Insuring Your Family

News & Trends

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.
<strong>Financial Advice Shouldn't Be Complicated.</strong>

Financial Advice Shouldn't Be Complicated.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

<strong>Grow Your Finances.</strong>

Grow Your Finances.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.


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Oahu Office

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Maui Office

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