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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

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

What to Look for in a Long-Term Care Policy

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

 

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

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

Retirement Plan Distributions

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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