98-200 Kamehameha Hwy #306, Aiea, HI 96701 | (808) 487-3005 | reyn@wicklundcpa.com
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Wicklund Financial Services, a registered investment advisor and separate entity from LPL Financial.
What We Offer
At Wicklund Financial Services, we offer comprehensive financial planning and investment management to help you work toward your goals, from retirement to education savings to legacy planning.
📊
Individual Tax Preparation
We take the time to understand your goals, your timeline, and your comfort level, then build a plan designed around your life, not a one-size-fits-all model.
🧩
Coordinated Approach
As a full-service financial firm, we're able to consider your complete picture, including tax, bookkeeping, and business needs, when making financial planning recommendations.
🎯
Custom Portfolio Buildouts
Every client's situation is different. We build portfolios catered to your specific goals, risk tolerance, and timeline rather than using a cookie-cutter approach.
How We Build Your Investment Plan
1
Discovery Conversation
We start with a relaxed, no-obligation conversation about where you are financially, where you want to be, and what keeps you up at night. We review your income, current assets, retirement goals, and risk comfort level.
___________________________________________________________________________________________________________________________________________________________________________________________________________________________________
2
Financial Analysis
We review your current financial situation, goals, and timeline to identify the strategies that may work best for you. We aim to consider the full picture so nothing gets overlooked.
___________________________________________________________________________________________________________________________________________________________________________________________________________________________________
3
Custom Portfolio Design
We build a diversified portfolio tailored to your timeline, goals, and risk tolerance. Whether you're saving for retirement, your child's education, or building generational wealth, we design around your life.
___________________________________________________________________________________________________________________________________________________________________________________________________________________________________
4
Ongoing Reviews & Adjustments
Markets shift. Life changes. We conduct regular portfolio reviews, rebalance as needed, and adjust your strategy as your income, family, or business evolves, always with the tax impact in mind.
___________________________________________________________________________________________________________________________________________________________________________________________________________________________________
What We Offer
Comprehensive investment management and financial planning through LPL Financial.
Retirement Planning
401(k) rollovers, IRA strategies, Roth conversions, and pension optimization. We help you build a retirement income plan that accounts for taxes, Social Security timing, and healthcare costs.
Portfolio Management
Actively managed, diversified portfolios built around your risk profile and timeline. We use a mix of equities, bonds, ETFs, and mutual funds tailored to your goals.
Education Savings
529 plans and education savings strategies that grow tax-free for your children or grandchildren's future. We help you pick the right plan and contribution schedule.
Tax-Efficient Withdrawals
The order you pull from different accounts in retirement can save or cost you tens of thousands in taxes. We design a withdrawal strategy that minimizes your lifetime tax burden.
Business Owner Strategies
SEP IRAs, SIMPLE plans, solo 401(k)s, and defined benefit plans for business owners. We coordinate your business retirement plan with your personal investment strategy and tax planning.
Estate & Legacy Planning
Wealth transfer strategies, beneficiary designations, and estate tax planning to help you protect what you've built and pass it to the people and causes that matter most.
Investment Insights
Timely perspectives to help you make informed decisions about your money.
How Much Do You Really Need to Retire in Hawai'i?
The cost of living here is real. We break down what a comfortable retirement actually looks like on the islands and how to get there faster than you think.
Roth Conversions: Is 2026 Your Year?
With tax law changes on the horizon, converting traditional IRA funds to Roth could lock in lower rates now. Here's how to evaluate if it makes sense for your situation.
The Solo 401(k) Advantage for Self-Employed Professionals
If you're self-employed, you could be sheltering up to $69,000 per year in a solo 401(k). Most business owners aren't taking full advantage. Here's how.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Wicklund Financial Services and LPL Financial are separate entities. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the state of Hawaii.