84,000
Average number of hours worked in the U.S. to retire.
Will your income sustain your lifestyle in retirement?
Tired of “big-box” advice that benefits the firm at your expense? So am I!
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,
“Relax, it’s all about you”.
Your Planning Options
Initial Strategy Session
A no obligation, casual assessment of your current plan, goals, and review of your FREE 7-step guide.
Understand your goals, Asses your current plan, Review your Free 7-Step Guide
The “Do-Nothing” Plan
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!
Unmet expectations, Dependence on children / family Uncertainty of future
From our Ohana to Yours – Mahalo
Retiement Income Planning
Moving on to your “next best chapter” in life can takoe 40 years or more to save for. Make sure your lifestyle is protected with income that is predictable, reliable and sustainable.
Personal Tax Review
Make sure your assets are positioned for optimum tax efficiency. Having a review can help you keep more of your own money in your pocket and help make it last longer.
Business Tax Savings
There are ways to create substantial savings in your business. Set up a 20 minute call to find out if you can save 20 to 50 percent on your taxes.
Reviews
“Steve is a straight shooter. He doesn’t have an agenda, other than finding the right strategy for you.”
Howard
Kerrville
“Thank you Steve Gibbs for always looking out for us and giving us excellent financial advice!”
Quinten
Huntington Beach
“Steve is a Financial Planning genius”
Tom
Huntington Beach
“This is MY financial advisor! He has the degrees and experience to make your money grow.”
Helena
Huntington Beach
9550 Warner Ave., Suite 250
Fountain Valley, CA 92708
(714) 465-3167
info@mahaloadvisoryservices.com
Mahalo Advisory Services, LLC 