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The Retirement Optimization Group
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About Us

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About Us

We are a full service, retirement planning company providing retirement and legacy planning to families nearing or already enjoying retirement.

Contact Us

  • Visit Us1888 Kalakaua Ave #C312
    Honolulu, HI 96815
  • Call Us808-791-2924

Our Services

  • Retirement Strategy
  • Investment Management
  • Tax Strategies
  • Estate & Legacy Guidance
  • Financial Planning
  • Generational Vault

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  • All written content on this site is for information purposes only. Opinions expressed herein are solely those of The Retirement Optimization Group, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services and Insurance services are offered by The Retirement Optimization Group, LLC a Registered Investment Advisor in the States of Hawaii, Alaska, Colorado, Maryland, and Texas.

    The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any States other than the States of Hawaii, Alaska, Colorado, Maryland, and Texas or where otherwise legally permitted. The Retirement Optimization Group, LLC is not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law.

    Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
    • About Us
    • Our Services
      • Retirement Strategy
      • Investment Management
      • Tax Strategies
      • Estate & Legacy Guidance
      • Financial Planning
      • Generational Vault
    • Resources
      • Videos
      • Retirement Paradise
      • Retirement Sound Check
    • Radio
    • Workshops
    • Contact Us
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