Summit Financial Advisors

Summit Financial Advisors Our mission is to provide the optimal client experience by delivering expert financial advice and st

Our practice is designed to create lifetime relationships by developing a financial plan to help accumulate, protect and preserve client’s assets.

06/15/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

06/12/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

06/10/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.
06/08/2026

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out wha...
06/05/2026

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out what your MPG really means for your wallet.

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

What every parent needs to know about insuring his or her teen driver.
06/03/2026

What every parent needs to know about insuring his or her teen driver.

Tips on insuring your teen driver.

06/01/2026

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through the tradeoffs based on your tax situation.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
05/29/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

The average college senior graduates with credit card debt. How will your kids manage money?
05/27/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Address

1163 S Beretania Street
Honolulu, HI
96814

Opening Hours

Monday 7am - 4:30pm
Tuesday 7am - 4:30pm
Wednesday 7am - 4:30pm
Thursday 7am - 4:30pm
Friday 7am - 4:30pm

Telephone

+18082197398

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