# summitfinancialhawaii.com - **Website:** - **Primary alias:** `summitfinancialhawaii.com` ## Description Summit Financial Advisors is a Honolulu-based financial planning firm serving individuals and families in Hawaiʻi, particularly those approaching retirement or navigating major life changes. The firm offers personalized, coordinated guidance designed to help clients make confident decisions and align their financial resources with their goals and values. Its services span retirement planning, investment management, tax planning, insurance and protection, and estate and legacy planning. Summit helps clients address questions such as how to create sustainable retirement income, manage investments, consider tax-efficient strategies, protect assets, and prepare for the legacy they wish to leave. The firm also works with recently divorced or widowed individuals and people receiving an inheritance. Its planning process includes understanding clients’ priorities, developing strategies collaboratively, implementing a customized plan, and monitoring progress over time. The team includes Certified Financial Planners Glennel W. Jordan and Kelley M. Tom, along with client concierge Doug Slagel. Summit states that it follows fiduciary principles, including putting clients’ interests first and disclosing important facts and potential conflicts. ## Industries - 💰 Finance - 💰 Financial Planning and Management _(under Finance)_ ## Links - [facebook](https://facebook.com/SummitFinancialHawaii) - [youtube](https://youtube.com/channel/UCWgUY3fnrfLCcDCUUUEiR9Q) ## Logos & icons - logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idzf1_RKJd/w/283/h/60/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1792586184224) - icon _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idzf1_RKJd/w/267/h/267/theme/dark/icon.png?c=1bxid64Mup7aczewSAYMX&t=1792586184358) ## Colors | Name | Hex | Theme | | --- | --- | --- | | Black | #000000 | dark | | Mandys Pink | #f6b7ac | light | | Jewel | #15884c | accent | ## Fonts - Arial — asset _(custom)_ - Lato — asset _(google)_ --- _Source: _ _See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._