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
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
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Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
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Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
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Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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