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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

The Long Run: Women and Retirement

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
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A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
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Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.
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Federal Income Tax

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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