About
Wealth Wise Retirement Group
Wealth Wise Retirement Group is a comprehensive financial services firm that helps Hawaii’s soon to be retired and retired residents effectively plan for and prepare for life’s greatest journey.
We understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. As the majority of our clients are retirees with similar concerns, we’ve had the opportunity to gain the skills and experience necessary to provide the help and insight you need when planning for your future.
Our focus is on empowering pre-retirees and retirees towards a safe, secure, and stress-free retirement. We are committed to guiding our clients through the intricate landscape of retirement income planning, protection, and wealth preservation by minimizing unnecessary risks. With a dedicated emphasis on financial literacy and strategic holistic planning, we strive to assist you in making informed and smart decisions that resonate with your goals.
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UPCOMING EVENTS
Our educational events are designed to empower you towards taking the first step of your financial journey.
Register below to join us in finding the path to your optimal retirement.
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Events in October 2026
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Optimizing Your Social Security
in Today’s World
Many Americans rely on Social Security in retirement, counting on it for their monthly income. That’s why it’s crucial to understand how to construct a tailored Social Security claiming strategy for your unique financial situation and timeline. But even if you don’t rely on it, you could still benefit from knowing when the right time to claim Social Security is for you. Although you will most likely not be able to maintain your current lifestyle on a Social Security benefit alone, it can make up a significant portion of your income and is guaranteed for as long as you live.
Navigating Medicare & Medigap Insurance
Healthcare can be pricey, but did you know it could be one of your largest retirement expenses? An average 65-year-old retiring today will need an estimated $165,000 to cover their healthcare costs, according to one study.1 Unfortunately, the Medicare system can be quite complex. And while you might be tempted to rely on assistance from Medicare, it may not cover everything you need.
Browse Our Blog
How Home Sales Are Taxed: What Every Homeowner Should Know
Selling a home is a significant financial event, and understanding the tax implications can help homeowners protect their profit and avoid unexpected liabilities. When you sell your residence, the gain you realize may be subject to capital gains tax, but in many cases, favorable tax rules can help reduce that tax burden. Let’s take a look at how the tax treatment works and highlight some key [...]
Back to the Basics of Retirement Accounts
Retirement accounts are a cornerstone of today’s retirement strategies. While everyone might recognize the terms “IRA” or “401(k),” it’s important [...]
4 Retirement Planning Myths That Could Cost You
What if everything you thought you knew about financial planning was wrong? Many well-meaning people fall victim to common financial [...]
Where Does Social Security Fit in Your Retirement Puzzle?
When it comes to planning for retirement, Social Security often feels like the one guaranteed piece of the puzzle. But [...]
Financial Calculators
PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.
Contact Us
Our experience and expertise can help you customize a plan for retirement, make sure you have enough income to last you for the rest of your life, minimize unnecessary risks, and leave behind a legacy for your loved ones. If you would like to schedule a complimentary, no-obligation consultation or second opinion review, please contact us today.
Office Location:
94-487 Akoki Street,
Suite 104,
Waiphu HI 96797
Our Email:
Jenn@Wealthwiseretirementgroup.com
Our Phone:
