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Lifestyle Wealth Management
- Financial Services
- Kailua, HI
About this business
Location details
74 Kihapai St, Kailua, HI, 96734, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Dan was very helpful with the retirement process. He took my LES, TSP. SSA and other investment documents information where he was able to put together a full retirement Analysis of whatever age you want to retire. This was very helpful for me going forward. Anyone who is interested should get ensure that they get all documents so Dan will be able to help you put together a great retirement plan analysis. Dan I appreciate you and I look forward to to your help with my retirement paperwork when I decide to retire. Thanks you... read more
5 Stars – Highly Recommend! Just got done with the process of finding the right life insurance through Dan and Lifestyle Wealth Management. The experience was top-notch from start to finish. Dan was professional, knowledgeable, and made the entire process simple and stress-free. I felt like he genuinely cared about helping me find the right plan for my needs. Highly recommend their services!
The seminar was worth every minute! The speaker was very knowledgeable and super engaging with excellent true-life examples. But the follow-up by LWM was even more amazing and helpful. The two individual meetings and the two printed reports made it possible to get a realistic comparison, ask my questions from a human that listened, and get some clarity. Thank you, Team LWM!!!
Highly recommend Federal Employees (seasoned or new) to attend the retirement seminar. Dan and Frank are extremely knowledgeable and helpful.
It was a blessing to attend the all day FedImpact retirement seminar on Jan 31st that led to quality, virtual meetings with Dan. We discussed estimated Federal benefits, future income, and alternative employment options until age 62 to reap full benefits in my situation. Prior to seminar, I had no knowledge on Federal retirement matters. Post seminar and after speaking with Dan, I am less anxious, gained valuable knowledge on Federal retirement, and feel more confident in moving forward into 'retirement'! I am truly grateful... read more
Frequently asked questions about Lifestyle Wealth Management
How is Lifestyle Wealth Management rated?
Lifestyle Wealth Management has a 5 star rating with 26 reviews.
When is Lifestyle Wealth Management open?
Lifestyle Wealth Management is open now. It will close at 5:00 p.m.