Summit Financial Advisors
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Our practice is designed to create lifetime relationships by developing a financial plan to help accumulate, protect and preserve client’s assets.
07/17/2026
Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment strategies, and withdrawal approaches that may help optimize your retirement income.
Perception vs. Reality Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
07/10/2026
There are many factors to consider before tapping retirement money to pay for college.
Should You Tap Retirement Savings to Fund College? There are three things to consider before dipping into retirement savings to pay for college.
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Address
1163 S Beretania Street
Honolulu, HI
96814
Opening Hours
| Monday | 7am - 4:30pm |
| Tuesday | 7am - 4:30pm |
| Wednesday | 7am - 4:30pm |
| Thursday | 7am - 4:30pm |
| Friday | 7am - 4:30pm |
