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Welcome

Our business is built on a foundation of thoughtful client relationships.

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Expert Advice. Trusted Partners.

About Us

About Us

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Mission

Our Mission

Years of experience have prepared us to guide you through your life transitions.

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Our Services

Our Services

We create strategies that are tailored to your needs and goals.

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Resource Center

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Bart H. Fujimoto, CFP®, AIF®, CRPS®, CLU®

Most people are uncertain about their financial future. I use different wealth management strategies to develop a personalized plan to help you pursue your financial goals and dreams.

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Helpful Content

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.
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Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
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Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?
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