Hawaii’s Retirement Planning & Investment Management Specialist
Retirement Planning, Investment Management, Life Insurance Planning, Long-Term Care Insurance, Estate Planning, Tax Planning, and more!
Our services
The Wayfinder
Objective: Get organized, identify areas for improvement, implement recommendations as needed, and establish a plan for the next 3-5 years.
The Wayfinder is a service package offered through Toba Financial consisting of a comprehensive financial planning review for those individuals and households that are not looking for an ongoing financial planning engagement. This service offering is best suited for the financially savvy do-it-yourselfer who has a particular area of concern in which they are seeking guidance for, or they are looking for a professional second opinion on their current plan. The Wayfinder can be a valuable service for those individuals and households that are still in the accumulation phase of their lives and do not have a need for ongoing retirement planning.
Phone: (808) 388-5577
Email: jason@tobawealth.com
The Guided Retirement
Objective: Get organized, develop a financial plan for retirement, implement recommendations, then monitor and adjust as needed to stay the course throughout years.
The Guided Retirement is a service offered through Toba Financial focused entirely on helping clients plan for and guiding them through retirement. This service offering is best suited for those in need of professional advise related to Social Security benefits, insurance, estate planning, how to reduce taxes, and investment management, withdrawal strategies in retirement, and more. A typical client that would most benefit from The Guided Retirement are those individuals and families that are typically in their 50’s and 60’s and have been diligently saving and accumulating wealth over the course of their careers and are now approaching retirement.
Free Initial Consultation.
Call or Email for more information.
Jason Cutitta, CFP® , EA
Fiduciary Oath
We will always put your best interest first.
We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
We will not mislead you, and will provide conspicuous, full and fair disclosure of all important facts.
We will avoid conflicts of interest.
We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.
Email: jason@tobawealth.com
Phone: (808) 388-5577
ToBA Financial LLC (“ToBA Financial”) is a registered investment advisor offering advisory services in the State of Hawaii and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by ToBA Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.[1] All written content on this site is for information purposes only. Opinions expressed herein are solely those of ToBA Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Some states are aggressive with finding unregistered firms soliciting (via internet) in their state (or claiming they are). This is more important for State Registrants, and less so than SEC Registrants.