Strategic Alliances : HIPac Financial | Honolulu, HI

Strategic Alliances

Effective financial strategies often require a team of experts working together to serve your best interests. In such situations, we act as the quarterback and make sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Click below to learn more about HiPac Financial’s strategic alliances and find contact information for local professionals.

Our Strategic Alliances

HiPac Financial maintains strategic corporate alliances to provide clients access to a broad range of products and services.

Eagle Strategies LLC Logo

The Advanced Planning Group Logo

New York Life Logo

Our Local Alliances

HiPac Financial maintains key relationships with local experts to coordinate a team of professionals tailored to meet the individual client needs.

Real Estate Agents

CPAs

Loan Officers

Property and Casualty Insurance

Attorneys

Medicare Specialist

Family Law Attorneys

Medicaid & Elder Law

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Eagle Strategies LLC

Through Eagle Strategies, Kristi Chun provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly owned subsidiary of New York Life Insurance Company.

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Advanced Planning Group

The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Kristi Chun can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.

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New York Life

Kristi Chun and her fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance company in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 9/30/2021.)

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Attorneys

Anthony Chun | Attorney at Law

(808) 524-4424
afc@achunlaw.com
1000 Bishop St., #503
Honolulu, HI 96813

Colin Goo | Attorney at Law

(808) 533-2400
colin@ckkglaw.com
Davies Pacific Center
841 Bishop St., #1701
Honolulu, HI 96813

Bill Paupe, Jr. | Attorney at Law

(808) 235-0800
bpaupe@hotmail.com
46-001 Kamehameha Hwy, #216
Kaneohe, HI 96744
https://hawaiiestateplanner.com/

Steven Reese | Attorney at Law

(808) 536-2800
steve.reese@shrlawhawaii.com
Davies Pacific Center
841 Bishop St., #2300
Honolulu, HI 96813
https://shrlaw.org/

Stephen Yim | Attorney at Law

(808) 524-0251
stephen@yimlawfirm.com
2054 S. Beretania St.
Honolulu, HI 96826
https://www.stephenyimestateplanning.com/

Christopher Dang | Attorney at Law

(808) 536-6687
christopherdang@yahoo.com
500 Ala Moana Blvd #5-345
Honolulu, HI 96813

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Medicare Specialist

Taryn Kumamoto
Premier Benefit Consultants
Licensed Sales Agent

 

(808) 387-3564
taryn@pbchawaii.com
1221 Kapiolani Blvd, PH30
Honoulu, HI 96814
https://www.pbchawaii.com/taryn

Nicole Thomas
Premier Benefit Consultants
Licensed Sales Agent

 

(808) 227-6454
1221 Kapiolani Blvd, PH30
Honoulu, HI 96814
www.pbchawaii.com/nicole

Chapter Medicare

 

(833) 501-3101
https://askchapter.org/

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CPAs

Tony Lim | CPA

(808) 429-9496
tony@tonylimcpa.com
Pauahi Tower
1003 Bishop St. #2225
Honolulu, HI 96813

Michael D. Rountree | CPA

(949) 366-3180
mrountree@rountreeconsulting.com
300 S. El Camino Real #206
San Clemente, CA 92672

Reid Tatsuguchi | CPA

(808) 589-2100, ext 101
reid@tatscpa.com
1314 S King St Suite 309
Honolulu, HI 96814

Lynne Nakama | CPA

(808) 773-7303
lynne@ltncpa.com
PO Box 12142
Honolulu, HI 96828

Gayle Tasaka | CPA

(808) 628-6750
841 Bishop St, Suite 930
Honolulu, HI 96813

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Loan Officers

Debbie Goto
VP, Senior Loan Officer
American Savings Bank

 

(808) 551-0163
dgoto@asbHawai’i.com
1600 Kapiolani Blvd. #205
Honolulu, HI 96814

Ross Asato
Guaranteed Rate
Loan Officer

 

(808) 781-1898
Ross.asato@rate.com
1001 Bishop St. #1000
Honolulu, HI 96813

Tyler Tanigawa
Smart Money Hawaii
Senior Mortgage Advisor

 

(808) 447-1850
info@smartmoneyhawaii.com
1600 Kapiolani Blvd #633
Honolulu, HI 96814
https://smartmoneyhawaii.com/tyler-tanigawa/

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Property and Casualty Insurance

Reid Higashi
P&C Insurance Agent
Business Insurance Services

(808) 592-4054
rhigashi@bisihi.com
615 Piikoi St. #1901
Honolulu, HI 96814

Tricia Matsukawa
President
Matsukawa Insurance Agency

(808) 622-3955
tricia@matsukawainsurance.com
702 California Ave.
Honolulu, HI 96786

Cory Mitsui
P&C Insurance Agent
Jerry Hay, Inc.

(808) 592-4229
cory@jerryhay.com
650 Iwilei Road, #2016
Honolulu, HI 96817

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Real Estate Agents

Wayne Tani
Principal Broker
Blue Ribbon Realty

(808) 533-0442
wtani1944@yahoo.com
55 Merchant Street Box #C142
Honolulu, HI 96813

James Chan
Realtor
Compass

(808) 551-7966
james@jameschanhawaii.com
1440 Kapiolani Blvd. #1015
Honolulu, HI 96814

Garrett S. Taira
Realtor, Principal Broker
AMG Realty Inc.

(808) 545-8187
gtaira@amghawaii.com
1188 Bishop Street, Suite 2210
Honolulu, HI 96813
www.amghawaii.com

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Family Law Attorneys

Seth Harris
Porter McGuire Kiakona & Chow, LLP
Attorney

 

(808) 539-1167
sharris@hawaiilegal.com
841 Bishop Street, Suite 1500
Honolulu, HI 96813
https://www.hawaiilegal.com/

Erin Kobayashi
Lukela | Kobayashi LLP
Attorney

 

(808) 784-3777
info@lklawhawaii.com
841 Bishop St. #915
Honolulu, HI 96813
https://www.lklawhawaii.com/

Mari L. Kishimoto Doi
Senior Associate
Hartley & McGehee, LLP

 

(808) 439-8600
www.familymediationhawaii.com/contact
745 Fort Street, Suite 702
Honolulu, HI 96813

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Medicaid & Elder Law

Scott Gardner
Scott Gardner & Co. LLC
Medicaid Financial Consultant

 

(808) 226-9231
scott@scottgardnerco.com
560 N.Nimitz Hwy. Suite 103
Honolulu, HI 96817
https://scottgardnerco.com/

Scott C. Suzuki
Hawaii Estate Law Group
Attorney

 

(808) 983-3850
info@suzukiaal.com
1013 Poha Lane
Honolulu, HI 96826
https://suzukiaal.info/

Geoff J. Sogi
Estate Planning, LTC, & Probate
Attorney

 

(808) 492-1907
gsogi@tslawhawaii.com
705 S. King Street, Suite 108
Honolulu, HI 96813

Rulon & Adamshick LLC
Elder Law Practice
Attorney

 

(808) 393-6387
info@rulon-adamshick.com
74 Kihapai St.
Kailua, HI 96734
https://rulon-adamshick.com/