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The reason I started Mahalo Advisory Services was to ensure my advice would be completely independent. What I mean by that is most, if not all, of the larger brokerages, wire houses, and insurance companies push products that are either proprietary (typically expensive and inferior) or because they get “kickbacks” from other companies (do you know what’s in your 401k?).
The short answer is this:
Mahalo is driven by my clients’ needs, which is why I tell my clients,
A no obligation, casual assessment of your current plan, goals, and review of your FREE 7-step guide.
From overpaying on your taxes to unrealized gains, not having a plan can cost the average family tens or even hundreds of thousands of dollars!
At this point, you are probably thinking:
