Investment Services
Text Box: The information and contents on this site are for informational purposes only and do not constitute an offer to sell or a solicitation of an offer to buy any security, product, or service.  Products and services referred to on this site are available only in those jurisdictions where they are lawfully approved for sale and are sold only through licensed persons that are appropriately registered or exempt from registration in that jurisdiction.   Follow-up, individualized responses to persons in any state by its representatives that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation will not be made absent compliance with state broker-dealer, investment adviser, BD agent or IA rep registration requirements, or an applicable exemption or exclusion. Text Box: College Funding: As we all know education is highly important for our children’s future, and at HFM we can help you put away the necessary savings on a Tax Deductible Plan. Retirement/401K Plans: Saving for the future is important, but saving on a tax-deductible or even employer sponsored retirement plan can make a significant improvement in our financial security after retirement. Ask your employer today if they offer a 401K plan. If not HFM can help set up the plan that is right for you and your company. Investment Management: At HFM we study the market, and keep up to date on the best performing funds and investment vehicles, so as to provide the best results for our clients. We also take care of the day to day maintenance responsibilities of owning an investment portfolio. Lastly, we can help to minimize the risk while maintaining or even increasing the expected return of existing portfolios. Charitable Gifting: Estate Plans: Text Box: As an independent firm we have access to over 10,000 mutual funds, professional money managers, and over 200 top-tier insurance companies. Selecting the right portfolio is made easy with our professional advice and wide range of available Text Box: All securities brokerage accounts are cleared through Pershing LLC ("Pershing"). Pershing LLC has been a leading global provider of financial business solutions for over 70 years and serves many of the world's most respected financial organizations, remaining committed to the safekeeping, servicing, segregation and reporting of assets held in custody. Pershing is a Subsidiary of the Bank of New York Mellon Corporation. Pershing is a member of the Securities Investor Protection Corporation (SIPCⓇ). As a result, securities in client accounts are protected up to $500,000 (including a maximum of $250,000 for claims for uninvested cash awaiting reinvestment). For details, please see www.sipc.org. In addition to SIPC protection, Pershing provides coverage in excess of SIPC from Lloyds of London in conjunction with other insurers. Neither SIPC nor excess of SIPC coverage protects against loss due to market fluctuation of investments. Text Box: Securities offered through Saxony Securities Inc. member FINRA/SIPC, www.finra.org Hawaii Financial Management and Saxony Securities Inc. are separate and unrelated companies. www.saxonysecuriteis.com

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Text Box: Hawaii Financial Management

951-1111

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