Special Needs Hawaii is a Honolulu-based financial planning practice that has served Hawaii residents for more than 30 years. Its fiduciary financial professionals work with clients to clarify financial goals and develop plans suited to their circumstances. The practice offers comprehensive financial planning, investment guidance, retirement planning, and Social Security and Medicare planning, helping clients prepare for retirement, manage wealth, and avoid costly benefit-claiming mistakes. It also provides estate and legacy planning, tax planning and tax-reduction strategies, distribution strategies, longevity planning, and insurance-related resources.

A central focus is special needs planning. The team helps families understand government benefits and public programs, plan how to provide funds for dependents, and prepare for a child’s long-term financial future. Educational resources support clients in making informed decisions, including articles, calculators, videos, and downloadable guides covering investments, insurance, financial wellness, estate matters, and market volatility. Special Needs Hawaii serves clients from its office on South Beretania Street in Honolulu and provides access to financial professionals with credentials including CFP and ChSNC.