Dream with Inspiration.
Plan with a Purpose.
Live with Intention.
Your Life is Our Commitment - That's the INPAC Way.
Aloha! Ready to build a life you'll love?
Transform your wealth AND health?
Then we've got you covered.
We're an innovative financial planning firm serving the Pacific. (Hence our name, INPAC = INnovative + PACific)
At INPAC, you'll find:
Located Across
4
Islands in Hawaii
Managing over
$250
million in assets
Serving over
1,600
amazing clients
making a difference
365
days a year
Some of the amazing organizations we get to work with
This was a great Ted Talk! Humorous and a surprisingly thought provoking and inspiring ending. Hmm... what is your punchline?
https://youtu.be/twSvd5bQLDwGreat dinner and a wonderful start to our new partnership with Kauai Government Employees Federal Credit Union! Haven't been to the Bull Shed in probably over a decade. So nostalgic and nicely renovated!
Fun filled day working with realtors at Honolulu Board of Realtors Annual General Membership Meeting"
“We should certainly count our blessings, but we should also make our blessings count.” Neal A. Maxwell
Happy Thanksgiving from the INPAC OhanaTimeline Photos
Looking for mortgage strategies? Check out this seminar this weekend!
Wealth Advisor, John, reminisces on times before COVID: Enjoying a cocktail with his wife, Lisa, in New Orleans; a nativity scene at a Christmas gathering; and mochi pounding at New Year's. What are some things you miss doing?
Timeline Photos
Happy Martin Luther King Jr. Day!
Timeline Photos
Here is Jason, taking his first helicopter ride! He got to fly along with his friend as he was finishing up his piloting hours. Have you or would you ride in a helicopter?
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill. http://www.library-messages.com/dreamplanlive/campaigns/monthly-market-insights?1-2021
A new year brings new thoughts, new ideas, new habits and new opportunities. What are your big plans for a new year?
#happynewyear #2021
We hope you all had a Merry Christmas and were able to join us on our Virtual Holiday Party! For Richard, although 2020 was challenging, he will focus on remembering 2020 for the blessings, for which he has been super blessed as he and Kumiko are expecting! Our INPAC Ohana grows!
Before joining INPAC, I (Jason) decided to challenge myself and build a business with two partners. Our goal was to create a positive impact across Hawaii with Rita's Italian Ice and Tiki's Family Fun Center where families can enjoy spending time with each other. Unfortunately, things didn't work out and had to close down. Building a business was one of the most challenging and rewarding things I've done. I learned and grew so much from those experiences. One of the greatest rewards was being able to serve different communities and bring a smile to their faces.
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events. http://www.library-messages.com/dreamplanlive/campaigns/monthly-market-insights?12-2020
Join friends of INPAC, Alice Inoue and Maila Gibson-Bandmann, for a fun-raiser for Senator Sharon Moriwaki! There is great food and entertainment to be had! Check out www.sharonmoriwaki.com for more info!
Thanksgiving weekend - but always thankful for these guys! Shawn Nakano, Shin Domen, Maila Gibson-Bandmann - good fun, great times, life is awesome!
Today, give thanks for blessings big and small. Happy Thanksgiving!
#thanksgiving #thankfulTroy and family picked up their dinner supporting the Ronald McDonald House Hawaii 2020 Gala Reimagined - Giving Togetherness. Mahalo also to Chris Otto, Paz Fonacier, Christian Look - The BISI Crew, and Senator Sharon Moriwaki for supporting!
Wealth Advisor Richard and his son tried a Virtual Reality Escape Room at Chambers Escape and it was super fun! I (Carey) love video games and have tried a couple of escape rooms locally, so this looks like something I would enjoy. What a unique experience!
#VirtualReality #EscapeRoom #ChambersEscape #WealthSolutions #FatherSon #Hawaii #WealthAdvisor #FunWe have one more session of our Long Term Care Planning webinar happening this Saturday, Nov. 14, at 9:00am. Please join us and share with your friends! Register at: https://attendee.gotowebinar.com/rt/479419365557519118
Since the beginning of the pandemic, my wife and I started exercising together again. Every once in a while Alinea (5 years old) will join us. She even had the patience to meditate with us after. So grateful we get these moments together. #familyfirst #healthiswealth
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases. http://www.library-messages.com/dreamplanlive/campaigns/monthly-market-insights?11-2020
We will be having Lisa Wells back on Monday, Nov. 9, for our last Pau Hana of 2020, Tax Preparation Strategies. Lisa is very knowledgeable in all of the tax changes this year due to COVID, so please join us and feel free to share with everyone! Register here: https://attendee.gotowebinar.com/rt/6654087551854825998
This is what Wealth Advisor Karl's kids do when they're stuck at work with Daddy and he's not letting them watch YouTube. He puts them to work (sort of!). How have you kept your kids occupied while you're working?
We have TWO complimentary webinars happening tomorrow! We're excited to have Alice Inoue back for her last Pau Hana of the year with us with her talk, "Finish The Year Strong Despite All The Change." We'll also have Troy on to discuss Long Term Care Planning. Please join us!
Register for both at https://www.gotostage.com/channel/inpacUse this calculator to see how boosting your retirement account contributions – even by a few dollars! – can provide a nice reward in the future! #retirementsecuritymonth
https://www.icmarc.org/prebuilt/static/savingsboost/index.html
Wealth Advisor John and his wife enjoyed a day out supporting a local restaurant in Waikoloa. They noticed the nicely blooming orchid, unaffected by the worries of the pandemic, and stopped to capture its peacefulness and beauty. They also captured their delicious meal! What have you appreciated around your community?
Small change, big savings!
See how giving up a few everyday items can help you save for your retirement! #retirementsecuritymonth
https://money.usnews.com/money/retirement/401ks/articles/painless-ways-to-save-more-for-retirementWe are very excited to bring on Dr. Charletta Wilson for a webinar on Thriving Through the Pandemic. Join us for this interactive hour on Zoom as she shares her knowledge on building courage and thriving in these times! Register here: http://bit.ly/PauHanaDrChar2020
Junior Advisor Jason really loves Chick-fil-A! As we don't have it here in Hawaii, Jason first discovered it when he got stuck in a Georgia airport and fell in love with their chicken sandwiches. He went back THREE times in the same day! This picture is of him in New York, getting his Chick-fil-A chicken sandwich fix! What's your favorite fast food or chicken sandwich?
October is retirement security awareness month! Its an opportunity to reflect on your personal retirement goals and take action to reach those goals! #retirementsecurity
Did you know? The gender wage gap can have an impact on a woman’s preparation for retirement. We can help make sure you (or a special woman in your life) are prepared for what may lie ahead.
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases. http://www.library-messages.com/dreamplanlive/campaigns/monthly-market-insights?10-2020
Check out our INSANE Wealth Advisor, Richard Park III! This video highlights how he started training for the Spartan races because of his son, and then goes for the trifecta in ONE weekend! (It's typically achieved in one year.) WOW! Are you inspired?
https://youtu.be/Wm3zzKaSmu0Did you know? Estate planning is important for everyone, no matter your income level. A good estate strategy starts with an honest conversation. Reach out, and let’s talk about your money’s future.
Our next Pau Hana w/a Purpose webinar is coming up on October 13! This time we have Laine Kohama, owner of Gigaisland, speaking on how to be Cyber Secure. This is especially important with many of us working from home and having our kids engaged in distance learning. Please join us and register here! https://attendee.gotowebinar.com/register/4656513517163830798
Always wondered what is the best way to take apart a Rotisserie Chicken? INPAC Advisor Kyle Shimoda shows you how to do just that AND create a quick and easy meal.
Kyle has been in the financial services industry for over 15 years and one of his favorite past times is cooking. A little unknown fact, while studying marketing and finance at the University of Hawaii in Manoa, Kyle took a few semesters off to go to culinary school.
To watch the full video, go to our INPAC YouTube channel. Don't forget to like, subscribe and "ring the bell" to get notified of our future posts.
https://youtu.be/v6IT5Qj1fwcWhat would you do with an extra year? Retiring one year later means one extra year to save, one extra year for those savings to potentially grow and compound, and one less year of retirement to fund. It might be worth considering.
Here is our Wealth Advisor, Karl Sadanaga (pictured on the right)! As part of his commitment to giving back to the community, he is the current president of the Waianae Coast Rotary Club, part of an international organization whose mission is to eradicate polio.
He is pictured (pre-COVID) with INPAC's business partner, Mark Faildo, Medicare Advantage/Supplement Consultant of Premier Benefits Consultants, who also believes in giving back to the community and was a guest speaker at one of the club's weekly meetings.
Awesome job and thank you, Karl and Mark!Check out our upcoming webinar on Wednesday, Sept. 23! We are happy to have Dan Ihara back from The Ihara Team - Hawaii Real Estate join us for his talk on "Trust Sales: I am the Trustee, Now What?," sharing his knowledge! Please register at: https://attendee.gotowebinar.com/register/5024131930649172237
Make retirement saving a priority. Parents may want to prioritize saving for retirement over paying college tuition. Helping your child with college costs is great, but not if it places your retirement at risk.
Meet our Maui and Big Island Wealth Advisor, John Kwee! One of many adventures in Myanmar – November 2019 – pre-COVID. John and his wife, Lisa, love to travel and experience authentic cuisines. A favorite pastime is dining at hole in the wall diners, and an absolute must on the menu is dessert. So beautiful!
In case you missed it, we have our Pau Hana w/a Purpose webinar with Corey Campbell available on demand! Please go to https://bit.ly/DiscoverNewYouVOD to view at your leisure!
With kids being schooled and learning inside the home now, one important skill to focus on is resilience. It’s such a powerful, lifelong tool to have in our arsenals, and what better time to learn it? #resilience https://www.childtrends.org/publications/ways-to-promote-childrens-resilience-to-the-covid-19-pandemic
Check out our Pau Hana w/a Purpose webinar next week, it's a good one! We have Chris "The Hawaiian Hurricane" Faildo joining us to speak on Staying Healthy During Quarantine & COVID-19 on September 15, at 3:00PM HST. Register at: https://attendee.gotowebinar.com/register/7207634479510245644 and spread the word!
In August, stock prices surged as investors cheered positive news of a potential COVID-19 treatment and a month-long succession of upbeat economic data. http://www.library-messages.com/dreamplanlive/campaigns/monthly-market-insights?9-2020
Get to know a little about one of our Junior Wealth Advisors, Jason Kiyosaki! Jason took a trip to Japan and had this to share: "One of my all-time favorite places to travel to is Japan! I absolutely love the culture, architecture, art, and most of all, the food! Every day was an adventure, seeing new sights, and experiencing new things."
Where are your favorite places to travel? Please share your travel photos with us! ✈️🗾
Being in self isolation in your home for a week at one point probably felt unimaginable. And here we are several weeks into it, wondering what life will look like on the other side. Here’s how to manage your mental health. #resilience https://www.nature.com/articles/d41586-020-00933-5
Many of us are working from home these days. Our blog post summarizes the home office deduction you may be able to take. Check it out!
https://dreamplanlive.com/blog/working-from-home-understanding-home-office-deductionsDon't forget, this is tomorrow! We're very excited to have Corey speak with us! Register here: https://attendee.gotowebinar.com/register/2263165873705601293
Congrats, Dale Miyashiro, for a job well done at the 1st ever Ronald McDonald House Charities of Hawaii Virtual Golf Tournament! Always happy to support a great cause.
In an environment like this, it’s our resilience that helps us positively adapt by reducing and managing our stress so we can ultimately recover from it all. Know the best time to build resilience? Believe it or not…during a crisis. #resilience
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
So great enjoying a little bit of normalcy and great food with great clients who are just like family. Thanks Steve and Judy so getting us in at Morio’s. Was worth the 8 month wait!
There’s always going to be risk of stock market volatility. Many investors can’t take the emotional ups and downs and assume it isn’t for them, but this explains how dollar cost averaging can help thwart fear and emotional decision making. #dca https://www.nerdwallet.com/blog/investing/dollar-cost-averaging-2/
M0 is the total of all physical currency worldwide. What’s it look like? http://myf.mg/aFTL
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity http://myf.mg/aCOj
In May, stocks rallied, fueled by a supportive Fed, and reported progress on a COVID-19 vaccine. http://www.library-messages.com/dreamplanlive/campaigns/monthly-market-insights?6-2020
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec http://myf.mg/atuZ
Check out our website for some information regarding Estate Planning, and then check out our webinar we have available on demand!
https://dreamplanlive.com/blog/4-areas-of-your-estate-plan-to-review-in-light-of-covid-19
https://bit.ly/EstatePlanningVOD"The Retirement Smile". The three phases of spending in retirement.
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Troy speaking to members and employees of Hawaii Financial FCU #redefining #retirement #fire #firemovement
Congrats Kauai High School! Wishes and prayers for your next round. https://www.khon2.com/local-news/kauai-high-school-wins-samsung-stem-contest/
Power of Paying It Forward. The world needs more of this kind of acts of kindness. https://www.cnn.com/2020/02/04/us/boy-pays-off-lunch-debt-trnd/index.html?utm_content=2020-02-04T13%3A30%3A06&utm_medium=social&utm_source=fbCNN&utm_term=link&fbclid=IwAR2E0BDSPBGyn0yytCJObCMyo5yEcFYKxI9btvGcTxAR0Xz1W32x9uk-HRI&utm_medium=social&utm_source=facebook_KITV
This little plant was at our front desk this morning, what a nice surprise! We haven't solved the mystery of who brought it yet...
Yesterday was a humbling day with the loss of basketball legend Kobe Bryant, his daughter, and the 6 other passengers and pilot. Heartfelt condolences go out to the family and friends of those that passed. This is a reminder to be grateful for all that we have and be present in the moment with everyone around us. #RIP #legendary #legacy #grateful
Mahalo Craig Fujikawa and the rest of the PRMI gang for always helping our clients find the best rates on mortgages, refinances, and HELOC’s! PRMI and Engle & Volckers - what’s team!
Wow! Learned so much at this Pau Hana With A Purpose by Alice Inouye! Stayed tuned for February and March events #PauHana
Troy teaching the Foundations of Financial Literacy to the Waialeale Program on Kauai. So many little nuggets, like "you and your spouse don't need to be on the same page when it comes to finances... you just need to know which page each other is on..."
Our first Pau Hana with a Purpose in 2020! Mahalo Alice Inoue from Happiness U to come and share some Feng Shui tips to kick 2020 off on the right foot. Bring a friend - this is one you don’t want to miss. Space is limited.
Happy New Year from our Ohana you yours! Wishing all of you the best in 2020 and countless blessings.
What a great tradition on Kauai and a great family! Our prayers and blessings go out to Valerie Taguma Kaneshiro, Derwin, Troy and the rest of the Kaneshiro Ohana. We appreciate all that you’ve done for our island community the last 100 years. https://buff.ly/34yFT1e
Santa and Mrs. Claus visiting the kids and handing out gifts at the company party. Alinea and Dylan making sure Santa knows they've been good all year! #santa #heknows #INPACWealth
Wow! Planning for retirement is more important now than ever. https://www.kitv.com/story/41444549/island-business-report-hawaii-is-the-worst-state-for-retirees-looking-to-stretch-dollar100k?utm_medium=social&utm_source=facebook_KITV
This was a great Ted Talk! Humorous and a surprisingly thought provoking and inspiring ending. Hmm... what is your punchline?
https://youtu.be/twSvd5bQLDwGreat dinner and a wonderful start to our new partnership with Kauai Government Employees Federal Credit Union! Haven't been to the Bull Shed in probably over a decade. So nostalgic and nicely renovated!
Fun filled day working with realtors at Honolulu Board of Realtors Annual General Membership Meeting"
“We should certainly count our blessings, but we should also make our blessings count.” Neal A. Maxwell
Happy Thanksgiving from the INPAC OhanaTimeline Photos
Looking for mortgage strategies? Check out this seminar this weekend!
Wealth Advisor, John, reminisces on times before COVID: Enjoying a cocktail with his wife, Lisa, in New Orleans; a nativity scene at a Christmas gathering; and mochi pounding at New Year's. What are some things you miss doing?
Timeline Photos
Happy Martin Luther King Jr. Day!
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