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Let’s get acquainted
Your priorities.
Your questions.
A conversation worth having.
Tell us what matters to you and what you would like your financial plan to support. We’ll connect with you to discuss your circumstances and how Summit may help.
Request a Complimentary ConsultationWhat to expect
A personal introduction.
A thoughtful next step.
Our initial conversation is an opportunity to learn about your priorities, answer questions about working with Summit and discuss whether our planning relationship is a good fit.
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We can begin with
What prompted you to reach out
Your retirement and financial priorities
The questions you would like to explore
How Summit’s planning approach works
Call us
808-527-8878Email us
info@summitfinancialhawaii.comFind us
1163 S. Beretania Street
Honolulu, HI 96814
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