Expert Advice. Trusted Partners.
About Us
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Our Mission
Years of experience have prepared us to guide you through your life transitions.
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.
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.
Helpful Content
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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