Our main goal is to be of service to you. Not just as financial planners, but also as trusted friends. We recognize that every client is unique, therefore every client has different needs. Below are the services that we utilize to develop custom financial plans for our clients.

Comprehensive Retirement
& Financial Planning

Investment Consultation
& Management

Estate & Wealth Transfer

Tax Efficiency Planning

Jaime Fukumae and Sally Jermain are Registered Financial Advisors with Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA | SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, HI, TX and IN