12/16/2022
https://youtu.be/HgHXALeyO3Q
Happy Holidays from Summit Financial Advisors!
😀
Merry Christmas 2022 from Summit Financial Advisors
Wishing everyone a very Merry Christmas and Happy New Years!
12/03/2021
5 Risks in Retirement
A lot of the time we envision going on trips with grandkids, going to Disneyland, going to different countries, having all of this time to surf, golf, and ga...
09/02/2021
I made this video to explain my personal background with finance growing up and why I became a financial advisor. I believe many will be able to relate with my experiences. For me it was a very personal and emotional reason for becoming a financial advisor.
This Is My Why
I made this video to explain my personal background with finance growing up and why I became a financial advisor. I believe many will be able to relate with...
10/24/2020
https://youtu.be/yILs_OEsvtE
Summit Financial Advisors in Honolulu, Hawaii
If you have any questions, please reach out to us. We would love to talk to you. Mahalo! VISIT US! » http://www.SummitFinancialHawaii.com FACEBOOK » https://...
10/24/2020
https://www.summitfinancialhawaii.com/blog/elections-markets-will-higher-taxes-sink-stocks
Elections & Markets: Will higher taxes sink stocks?
Elections & Markets: Will higher taxes sink stocks? Key Takeaways Despite the assumption many have that increasing tax rates would sink stocks, historically, markets have produced better-than-average returns in the wake of tax...
10/24/2020
https://youtu.be/LFRXQovsmq0
Are You Ready to Retire? 6 Tasks You Need to Complete!
Are you ready to retire? In this video, Glennel Jordan and Kelley Tom, will discuss 6 tasks you will need to complete in order to confidently answer this que...