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Home  /  Financial Planning

Financial Planning and Retirement Planning

 

 

Hawaii State Federal Credit Union is pleased to offer financial services and retirement planning through our partner Securities America. There is no substitute for a relationship with a professional who explains things and who can help you make the right choices about your personal financial needs. We value you as a member and want to introduce you to the Securities America team whom we've partnered with to assist your financial and investment needs.

Securities America Financial Consultants can recommend a mix of quality investment options based on your unique situation.

Financial Planning
Investments
  • Retirement Planning
  • Mutual Funds
  • Asset Management
  • Variable Annuities
  • Tax-Efficient Investing
  • Stocks & Bonds
  • Life & Long-Term Care Planning
  • Fixed Rate Annuities
  • 401(k), 403(b) & 457 Rollovers
  • Lifetime Income Annuities
  • College Planning
  • Life & Long-Term Care Insurance

The Securities America investment program team is dedicated to provide you, our valued member, with a wide array of financial planning products and services. Contact the Securites America office located at 1099 Alakea Street, Suite 100A by calling (808) 380-8020 for a no-obligation appointment.

Click here for more information on our Investment Services.

 

Securities offered through Securities America, Inc., Member FINRA/SIPC. Financial Planning and Advisory Services offered through Securities America Advisors, Inc. Naaleialoha Keaunui, Representative. Hawaii State Federal Credit Union and the Securities America companies are separate entities.
Securities offered through Securities America are NOT NCUA INSURED - NOT OBLIGATION OF THE CREDIT UNION - NOT GUARANTEED BY THE CREDIT UNION - MAY LOSE VALUE.

 

 
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