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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Buying a Vacation Home? 5 Questions to Consider First

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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.
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Tax & Estate Strategies for Married LGBTQ+ Couples

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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