Financial Advising

Free Portfolio Review

Through practicing law,  we have developed several investment strategies you might be interested in.

We work to deliver financial strategies for our clients’ trusts, foundations, business and individual accounts.  We have an independent financial consulting team in which our personalized attention to each client is the foundation of our business philosophy.  Our advisors will speak to you about your individual planning, income,  and savings needs.  We can help you to gift money to your relatives during your life to avoid estate taxes.  We can help open tax efficient accounts like individual retirement accounts, college savings accounts, and charitable accounts that you can distribute later on.  With your input we will build an investment program that is as unique as you.  All of our managed investments are continuously monitored and modified.  Our goal is to ensure your investment strategy will meet all of your expectations.

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Kristen Spees Maui Attorney at Law

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