Client Stories

Within 1-5 years of Retirement

A couple within 1-5 years of retirement with $1M–$5M, who want a clear plan to make their savings last, optimize Social Security, minimize taxes, and retire with confidence.

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Inherited Wealth

A widow who inherited significant wealth, needs help with getting organized, planning for the future, and is inexperienced with managing a sizable portfolio

Already Retired

A retired couple who wants to protect their nest egg, manage RMD and tax risks, and ensure they can cover future healthcare costs while leaving a meaningful legacy for their family.

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Navigate the complexities of

investments.

retirement.

wealth.

inheritance.

I serve clients locally in Honolulu and virtually nationwide.

Most of my clients are Hawaii families who have saved $1M–$5M and want to know it's enough.

masuda map

Preview of The Retirement Income Blueprint — page 1: the 5 core concepts for turning savings into reliable retirement income

FREE GUIDE

The Retirement Income Blueprint

Turn your savings into a monthly paycheck you can’t outlive.

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