The reason I started Mahalo was to ensure my advice would be completely independent – free to recommend products that are best for YOU, not the corporation selling them.

  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”.