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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

Women on the Rise

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.
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How Compound Interest Works

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.
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Medicare At 65+

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
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How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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