We have been serving residents of the county of Maui since the year 2000. When it comes to money and finances, few other topics are as intimate. Yet to navigate through our busy, complicated lives, we need someone who we can talk to who will listen, care, understand, provide guidance, and that we can trust. Here at our office in Kahului we strive to be there as a friend to our clients – to cheer their accomplishments and be there in their financial need.
Most of our clients got to know us from attending one of the financial educational seminars that Gretchen G Voxland, CLU, ChFC, and Certified Family Business Specialist has taught through the years at either UH Maui College, Lanai Art Center, Maui Academy of Healing Arts, or Maui County Business Resource Center. Gretchen has taught The Complete Financial Workshop, a 9 hour comprehensive basic educational class to thousands of Maui residents over the years.
Working with us begins with getting acquainted and learning what matters to you most-your family, where you live, what you love doing- being a parent, running a business, building a career, or moving to a new chapter in life. The second step is taking inventory of where you are at –looking at the numbers and discovering your personal cash flow and assets and liabilities or if you have a business beginning with a nonqualified business valuation.
Once we truly know your situation, we move to reviewing the "what ifs" and diving deeper into what is needed to make your goals and dreams a reality. From there recommendations can be made and a financial course is mapped out.
Of course life doesn't stand still, and so our clients return regularly for reviews and checkups to adapt to the challenges and changes that come our way.
Our mission is to help individuals, families, and business owners become and stay financially secure. We do this by offering the highest quality financial products, education, service, and advice with ALOHA!
Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.
Finding the right solution for your personal or business needs requires us to pay special attention to the circumstances of your unique situation. This is why our Financial Services Representatives take a needs-based approach to our insurance sales strategy.
Are you ready to speak with a Financial Services Representative about helping to secure your financial future?