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KupunaWiki was created in 2015 as a referral network available dedicated for our kupuna (seniors), who are seeking qualified professionals in areas of health, finance, senior housing, estate planning and real estate. Since then, this resource has grown to provide a wide range of information that is pertinent to our local senior community. KupunaWiki Radio, which will now be our podcast, is the latest step in fulfilling our desire to help, educate, and reach our kupuna to truly make Hawai‘i the best place for seniors to live.
Episodes
Thursday Dec 29, 2022
Thursday Dec 29, 2022
Kelley Tom, President, Certified Financial Planner of Summit Financial Advisors discusses the services they provide such as Retirement Planning, Tax Strategies, Social Security Strategies, Investment Management, and Insurance Analysis. No one strategy fits everyone, which is why every client gets their undivided attention—from planning to execution to follow-up. They take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, they strive to anticipate and address those situations as they occur. They want to keep you on track toward a meaningful and purpose-driven financial future.
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