Our Services
Retirement Income Planning & Tax Preparation Services in Kaneohe, Hawaii
Comprehensive retirement income planning and tax preparation by Harvard Sumida, CFP® — helping Hawaii families maximize savings and minimize taxes for over 15 years.
Retirement Income Planning
A comprehensive retirement strategy designed to provide sustainable income throughout your golden years and financial security you deserve.
- 401(k) and IRA optimization strategies
- Income projection and withdrawal planning
- Social Security timing analysis
- Longevity and healthcare cost planning
- Anniversary reviews and adjustments
Tax Preparation
Expert tax preparation and strategic planning to reduce your liabilities and maximize what you keep.
- Individual and business tax returns
- Tax-efficient investment strategies
- Retirement account tax optimization
- Capital gains planning
- Year-end tax planning sessions
Not Sure Where to Start?
Every great financial journey begins with a conversation. Let's discuss your goals.
Schedule Free Consultation