Joseph Omura
Plan smart. Retire well. Protect your family.
A Clear Path to Retirement Income and Legacy Protection
Our focus is helping you build reliable income, safeguard your assets,
and design trusts that ensure your loved ones inherit with ease.
How Will High Inflation, Rising Taxes, Skyrocketing Medical Cost, and Collapsing Stock Market Affect Your Retirement?
Will You Run Out Of Money?
What Will You and Your Family Do?
Get The Solution You Need… download our Free Report…
‘A Retirees Guide To A Worry-Free Retirement’
This 16-page report on the 3 key financial challenges that will cause you to run out of money in retirement!
Instant Download…
Our Process
Our 4-Step Planning Process helps you move forward with confidence. It’s designed to make the journey smoother, happier, and easier to follow. The planning part shows you the path, while the doing part keeps you on track. Together, they ensure you not only reach your goals but also learn from the experience along the way.
Estate Planning For Everyone Through Family Estate Docs
The U.S. legal system can be expensive, but protecting your family doesn’t have to be. Too many people skip estate planning because they can’t justify paying thousands in attorney fees. The truth is, you don’t need to spend a fortune to put strong protections in place. With the right guidance, you can safeguard your loved ones without breaking the bank.
Retirement Income / Social Security Planning
Your Social Security benefit is like a savings account you’ve been funding your entire working life. It’s likely the oldest and largest account you’ll rely on when you retire, yet most people don’t know the best way to claim it. With proper planning, you can maximize the benefit you receive and make the most of all those years of hard work.
Joseph ‘Joe’ Omura
Happy Retirement Planner
Let’s face it, soaring inflation, rising income taxes and skyrocketing medical cost are derailing retirements for many Hawaiians! My goal as the Happy Retirement Planner, is to eliminate all the misinformation and confusion surrounding fundamental financial planning.
Unknown amounts of soon to be retirees are going into retirement tragically unprepared. They lack of knowledge! Our process educates our clients to prepare themselves financially for retirement and after. Helping them transition from the accumulation phase, to the distribution and transfer phases. While providing timely information, so they can make the best and most informed decision about their future!
My Background…
Radford High School – 1974
University of Hawaii – B.A. American Studies – 1988
Working directly with consumers for over 40 years.
Vice Chair of the Salt Lake/Aliamanu/Foster Village/Airport Neighborhood Board. 2022-2023
Audit Chairman of Hawaii Toastmasters. Since 2020