Wealthful adjective
wealth · ful | \ 'wealth · fəl
Definition of wealthful
State of Being Abundant
1:Â peaceful state of mind where you know your money is in safe hands
2:Â a company that educates and provides financial planning options in a fun and educational way
3:Â a committed team of professionals who truly care about helping people with their retirement
Financial Planning
Our clients value the time we spend getting to know them and providing them with information. We also understand that when it comes to retirement financial planning, there is no “one-size-fits-all” solution for everyone. It is a complex procedure that varies from person to person. As a result, we take the time to get to know you, your circumstances, and your goals. Our goal is to keep your finances stable so you can enjoy a confident and secure retirement. If you are looking for a financial planner in Hawaii, please contact us.
Safe Retirement
Safety
You’ve worked hard to save money for retirement. Now, it’s time to safeguard that money. We might be able to help with this. We take an “active” approach to money management, which means we do our best to keep your money safe from losses. We may even be able to help you keep your money safe in the event of another market downturn.
How much of your money is held in “safe money” accounts, if any? Is there an imbalance in how your assets are distributed? Please contact us if you’re looking for a financial planner in Hawaii. We can discuss your situation and retirement goals together.Â
Reasonable Rate of Return**
Protecting your money is essential. However, so is gaining a reasonable rate of return.** Many options available offer one of these benefits, but not both. Rest assured, there are ways to get the “best of both worlds.” We can present you with retirement planning options that include a way of earning reasonable rates of return.**
Keep It Simple
Retirement can seem complicated. But, it doesn’t have to be! You shouldn’t need to spend your retirement worrying about your accounts and investments. You deserve a financial retirement plan that can provide you with confidence and peace of mind. Not only is a more complicated retirement strategy not necessarily a better one, but some of the best retirement options out there are simple ones. Contact us if you’re looking for a financial planner in Hawaii.Â
Get Educated
We invite retirees and those nearing retirement to attend our seminar events to help them better prepare for their future. Enjoy a complimentary gourmet meal while getting answers to your questions about financial planning, the market, retirement accounts, and other topics. Nothing will be sold at the event, and there is no need to schedule a follow-up meeting. Having said that, please call us if you want to schedule a one-on-one meeting with us.
Interested in learning more? Contact us, to learn when and where these events happen. They sometimes fill up quickly, so make sure to reserve your spot as soon as you can if you’re interested in going.
Locations
If you need a financial planner in Hawaii, we may be able to help you. Locations we service include:
- Honolulu
- Kapolei
- Mililani
- Hawaii Kai
- Hilo
- Keaau
- Ewa Beach
- Aiea
- Waipahu
- Kaneohe
- Kailua
- Pearl City
M and M Tai Chi
Wendy Pang is beyond excellent. She makes me feel as though I am the most important client she has, which is how everyone I’ve spoken to who does business with her feels. She listens closely to find out what her clients financial needs and goals are, then clearly explains how she can help to meet those needs. Wendy takes time to answer all questions, and I never felt rushed in her presence. She is very knowledgeable and professional in addition to being friendly and down to earth. I’ve been so impressed by her, and am fortunate to be working with such a talented person. I believe I am in the best of hands where my finances are concerned, and I could not be more impressed or pleased that I found her! Her office assistant, Andrea, is on top of everything and helps keep things running smoothly for Wendy and her clients. They make a fantastic team.
Karen S
Wealthful provides excellent options to protect the earnings and savings you work so hard to gain. Whether for retirement, your beneficiaries, or long term care needs, Wendy and her staff make every effort to find your best fit. And, there is never any sales pressure whatsoever!
We Can Devise the Right Retirement Strategy For You
Curious about your potential options? Attend one of our seminars, or schedule a one-on-one appointment with us to review your strategy and discuss your situation. We can find the retirement strategy that’s right for you. Regardless of what happens in the stock market, you can have safety and reasonable rates of return.**
Reach Out To Wendy
She understands how valuable the service she provides, helping people keep their money secure, really is. “It’s not how much money you make, it’s how much you get to keep” that’s important.
She's dedicated to seeking out alternative retirement strategies that have safety and security built into them.
Wendy is a recipient of Pacific Business News’ “Top 40 Under 40” award.