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Pacific Capital Investments - The Wealth Management Company -Honolulu, HI

500 Ala Moana Blvd Suite 2-304, Box 162, Honolulu, HI 96813

TEL.808-545-2225

Guidance Focus Care Interactive

Commitment

Our goal is to provide clients honest advice, ongoing education, and caring relationships.

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Our Passion

We believe that when you treat people the way you want to be treated, you never go wrong.

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Comprehensive

Our experience and commitment to ongoing education helps us create innovative strategies.

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Helpful Content

Get Paid for Going Green

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

 

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Debt Stress

There’s a link between debt and stress.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

File-and-Suspend, Suspended

Changes are coming to Social Security on May 1st, 2016.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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