Gregory Yamasaki

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement.  I can help you define your goals and vision for the future to create a personalized financial plan for you, your family, and your business that has a firm foundation in your beliefs and addresses your hopes for the future.

But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time.  Together, we’ll create a timeline to help protect you, your family, and your business now, and execute the steps necessary to respond to whatever life brings.