summit
“The highest point, part, or elevation; top or apex, figuratively, the highest attainable level”
Your financial journey will have its ups and downs, especially in today's uncertain world. Working with a knowledgeable advisor can greatly improve your financial situation and help you avoid mistakes that could hinder your progress.
As a fiduciary advisor I prioritize acting in my clients' best interests and strive to educate and recommend highly personalized strategies to achieve their financial goals.
My main aim is to understand your life and how money impacts your overall vision for the future.
Together Let’s Conquer Your Finances
Shane Hamashige, CFP®
4 Pillars of Financial Success
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Comprehensive financial planning is a holistic approach to managing your financial life, encompassing a wide range of financial goals and strategies. It involves a detailed analysis of your current financial situation, setting short-term and long-term financial goals, and developing a strategic plan to achieve them.
Key components include budgeting, saving, investing, retirement planning, tax planning, insurance, and estate planning.
By addressing all aspects of your financial life, comprehensive financial planning helps you make informed decisions, reduce financial stress, and achieve a secure and prosperous future.
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I help clients achieve their financial goals by making informed decisions about where, how, and when to invest your money. It involves selecting a mix of assets such as stocks, bonds, REITS, commodity ETFs and alternatives that align with clients' risk tolerance, time horizon, and financial objectives.
A well-crafted investment strategy balances risk and reward, seeks to maximize returns, and adjusts to changing market conditions, ensuring that your investments are diversified and geared towards long-term growth and financial stability.
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Life, disability, and long-term care insurance are essential pillars of a comprehensive risk management plan, providing critical protection against life's uncertainties.
Life insurance offers financial support to your loved ones in the event of your untimely death, helping them cover expenses and maintain their standard of living.
Disability insurance safeguards your income if you become unable to work due to illness or injury, ensuring that you can continue to meet your financial obligations even when your earning capacity is compromised.
Long-term care insurance covers the costs of extended medical care, such as nursing homes or in-home care, which are not typically covered by regular health insurance or Medicare.
Together, these insurance options provide a holistic approach to managing the risks that can disrupt your financial stability, offering you and your family peace of mind and security for the future.
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At SABRE Financial Services we help business owners protect and grow their business, attract and retain employees, and align needs and goals of employees with the objectives of owners, boards, and management.
Interested in Working Together?
During our complimentary 30-minute initial consultation, we will cover:
An overview of your financial background
A detailed explanation of my services
An outline of what you can expect from our relationship