Milestone Wealth Management

Milestone Wealth Management is an independent financial services firm with offices in Honolulu, Hilo and Atlanta, guiding clients through retirement with a holistic process of discover, evaluate and plan. Its services include retirement income planning, asset protection, long-term care strategies, tax-efficient strategies, life insurance, IRA legacy planning, charitable giving and business solutions, with a mission to help small-business owners put themselves first. The firm uses a variety of products and services to address each client's financial needs and concerns, and it explains strategies for turning an IRA into a legacy for children or grandchildren. The team includes Caine Nakata, Jasmyn Nakata, Corey Dobashi and Travis Tazawa, CFP. Clients can book a complimentary, no-obligation consultation. Appointments are required, and online meetings are offered. Rated 4.3 from 13 Google reviews, 10 of them five stars and 2 one star.