Our mission is to help our clients prepare for and transition into retirement. We focus on Hawaii State employees preparing to retire.
We welcome the opportunity to partner with your attorney, your accountant and other trusted professionals to personalize strategies to achieve your goals.
We have a passion for helping our clients, and we enjoy partnering with them throughout their lives to help them keep on track. We help people answer questions such as:
1. When can I retire?
2. Am I invested correctly?
3. When should I take Social Security?
4. Which Medicare option should I use?
5. Am I prepared for the unexpected?
6. How can I make tax efficient investing decisions?
7. What are my estate considerations?
Our senior branch office administrator, Robyn Taira, ensures you have a seamless experience with a genuine interest in your wellbeing.
I appreciate Edward Jones' commitment to my career development, and I have had the honor of training all of the new financial advisors in Hawaii for the past three years and am currently a key leader for Hawaii.
When not working, I am enjoying time with my wife, Jessica, and our two young sons, Wes and Willi.
I have had a wonderfully fulfilling life. As a young man, I was a competitive lifeguard and archaeologist. From there, I followed my musical dreams and toured in a professional rock band for 15 years. After 911, I looked for way to make the world a better place, and I became an elementary school teacher. Today, I continue to focus on making the world a better place by helping people reach their financial and personal goals.
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- College Savings
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
- Coaching Sports
Phone NumberWill Stack at (808) 247-6434
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