1. Jeff White , CFP

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    Honolulu, HI

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    Jeff White , CFP

    3.0 (2 reviews)
    Open 8:00 am - 5:00 pm

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    Investment management

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    7 years ago

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    Estate Planning Consultants of Hawaii

    Estate Planning Consultants of Hawaii

    5.0
    (1 review)

    Aloha! I wanted to share some Aloha with anyone who is in…read moreneed of this type of service, Estate Planning...which is realistically everyone at some point in time. Stephen and Sage are the ultimate Father and Son team and in my personal experience with them, I feel that they are the best at what they do. For a situation that can be highly emotional and sensitive in nature, the kindness, patience and humor that Stephen and Sage radiate is calming as well as comforting. It feels as though you are a family member and can be reassured that all of your best interests are the main priority. I cannot recommend them enough and I will be eternally grateful. (that's a little joke) I feel as though my children will not be thrown into confusion. Their path will be clear and effortless This gives me great comfort and a real feeling of peace and happiness. Thank you Stephen and Sage for making this process so effortless. I can relax now and live my Best Life! Big Mahalo, Ginger Leong

    From the owner: Financial Consultant in Honolulu, HI | Trust Attorney Hawaii | Probate Attorney Hawaii | Financial…read moreAdvisor Hawaii | Trust consultant in Honolulu, Hawaii | Estate planner | - Estate planning Honolulu, HI - Medicaid advance care planning - Tax planning - Living trust planning in Honolulu Hawaii - Will and trust planning in Honolulu HI - Free trust consultations "One of the best asset protection planners Honolulu Hawaii!" Our Plan Attorneys practice in many areas including Advanced Medicaid Planning, Estate Planning, Asset Protection Trusts, Tax Planning, Business Trusts, Real Estate Law, Rental Properties, Minor Children Protection, Guardianship, and LLCs (Limited Liability Companies). We help clients develop a plan to address the needs and concerns of longevity and the effects it may have on their families and finances. EPCH is here to provide you with peace of mind, whether it is legal or financial. Our company mission is to establish long-lasting and positive relationships with our clients and their families. We can help you plan a fixed index annuity that works to keep your retirement income planning on track. We can also help you set up a trust in place, which allows you to make changes and control it throughout your life until you are no longer able to. You could still sell the home, refinance it, remodel it, or give it to your children...but upon your passing, it will go to whomever you specified in the trust without a lot of hassle, wait, or cost.

    Jeff White , CFP - financialadvising - Updated July 2026

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