Wealth Management - eBrochures
For your convenience, access our eBrochures for information about our products and services to help you determine which accounts are best for your needs.
As partners in building your legacy, our Wealth Advisory professionals will also provide guidance to preserve, protect, and secure your hard-earned assets for your family’s future. We work with you to develop a strategic plan with personalized solutions that fit your needs.
Whether you’re just starting to think about retirement or are already retired, we can help you plan for your non-working years. The first step in planning for your future begins with an evaluation of your retirement objectives. Take advantage of a consultation from our Wealth Advisors. We’ll work with you to help develop a strategy to fit your future goals.
While it's true that student financial aid is available to help cover college expenses, students and families should contribute as much as they can. The more you are able to save before your child enrolls in college, the less you and your child will need to borrow to pay for college.
INVESTMENT PRODUCTS & SERVICES
Take a big step closer to your financial goal with a sound investment strategy, solid products and an experienced team of advisors.
ARE YOUR RETIREMENT ACCOUNTS WORKING AS HARD AS YOU?
While our grandparents may have spent only a few years in retirement, baby boomers and younger generations can look forward to 20 or 30 years. As pensions become less common, your IRAs and 401(k) plans will become a key source of retirement monies. Managing them wisely may make a difference in how you’ll live during your retirement years.
First Hawaiian Investment Services offers access to a wide range of mutual funds that lets you focus on the types of assets and investment objectives that may be best for your goals.
Fixed annuities are among the choices when investors want to build a steady source of income for retirement. First Hawaiian Investment Services Wealth Advisors are familiar with fixed annuities’ benefits and can help you deter-mine whether they’re suitable for you.
SINGLE PREMIUM IMMEDIATE ANNUITY (SPIA)
As you approach retirement, continuing an income beyond your working life requires careful planning. While Social Security and pensions may not be enough, converting assets to an SPIA income may make sense especially for those retirees seeking more income assurance during their retirement years.
Choose from a wide range of investment options, professional portfolio management, tax deferral, income options, and death benefits. Variable annuities can help increase your income for retirement and make it last a lifetime.
Before investing, investors should carefully consider the investment objectives, risks, charges and expenses of the variable annuity and its underlying investment options. The current contract prospectus and underlying fund prospectuses provide this and other important information. Please contact your Financial Advisor to obtain the prospectuses. Please read the prospectuses carefully before investing or sending money.
Financial experts agree that the foundation of any good financial plan includes life insurance. A well-designed life insurance program is often used by individuals and businesses to improve and enhance family protection, retirement, estate planning and even charitable giving.
LONG-TERM CARE INSURANCE
Long-term care insurance is a form of protection that pays you a set amount when you can no longer live independently. There are many types of long-term care insurance policies available that can offer you substantial peace of mind. (NOT AVAILABLE IN GUAM AND CNMI)
TRUST & ESTATE PLANNING
As your assets grow, preserving it for future generations and for philanthropic causes becomes increasingly important. Enlisting the help of experienced trust advisors can help you craft a plan that delivers confidence and peace of mind as your assets increase. (NOT AVAILABLE IN GUAM AND CNMI)
With so much riding on the continued success of your business, what would happen if you or another owner dies, becomes disabled, or wants to retire? With proper planning, business owners can maintain control when a change of ownership becomes necessary.
People are a vital part of your business. Because people are such valuable assets to your business, it makes perfect sense that they should comprise an essential component of your business plan.
KEY PERSON PROTECTION
Every business has one or more key individuals without whom the business would not grow and prosper. Although no one likes to think about losing a key person under any circumstances, a business plan can ensure that your business will still continue for your family, employees and customers should such a loss occur.
Brokerage products and services are offered through BancWest Investment Services (“BWIS”), a registered broker/dealer, Member FINRA/SIPC. BancWest Investment Services uses the “doing business as” name First Hawaiian Investment Services (“FHIS”) to provide brokerage and insurance services on the premises of First Hawaiian Bank in Hawaii, Guam, and CNMI. Wealth Advisors of FHIS are registered representatives of BWIS. BWIS is a wholly-owned subsidiary of Bank of the West and is an affiliate of First Hawaiian Bank.