Mahalo Wealth – Live your best life long after you leave your corporate career.

Ties down, glasses up.
Are you ready?

Live your best life long after you leave your career behind

Since 1995

"Relax, it's all about you"

The reason I started Mahalo was to ensure my advice would be completely independent. What I mean by that is most, if not all, of the larger brokerages, wire houses, and insurance companies push products that are either proprietary (typically expensive and inferior) or because they get “kickbacks” from other companies (do you know what’s in your 401k?).

The short answer is this:

Mahalo is driven by my clients’ needs, which is why I tell my clients, “Relax, it’s all about you”.

Fiduciary: a person who puts his clients' interests before his own.
Steve Gibbs, CLU, RFC, Financial Advisor

Steve is a straight shooter. He doesn’t have an agenda, other than finding the right strategy for you.

Steve has a big heart and great experience to serve his clients financial planning needs.

Steve is a Financial Planning genius

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Tired of financial advisors who only offer products that fit their interests at your expense?

So am I!

Initial Strategy Session

A no obligation, casual assessment of your current plan, goals, and review of your FREE 7-step guide.

Understand your goals
Assess your current plan
Review your FREE 7-Step Guide

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The Do-Nothing Plan

From overpaying on your taxes to unrealized gains, not having a plan can cost the average family tens or even hundreds of thousands of dollars!

$THOUSANDS

Unmet expectations
Dependence on kids
Uncertainty of future

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Mahalo is the Hawaiian word for GRATITUDE. So from my family to yours....

Mahalo!

Thank you for visiting, but don't leave just yet!

~OR~

At this point, you are probably thinking:

- I want to know more, let’s talk!

- I don’t think I fit, but I still have questions about my finances.

Either way, I want to meet you. So introduce yourself whichever way you'd prefer!

"I'm ready to learn more! How do I get started?"

It all starts with a quick chat! Whether we decide to work together or not, my goal is to give you the confidence to know what to do next!

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Send me in the right direction!

So many people miss out on achieving great wealth because they simply don't know how to get started! I'd love to make sure you are on the right path - whether you become my client or not!