Products & Services

At The Advisers Group, we provide assistance in the following areas:

Investments offered through Lincoln Financial Securities Corporation

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning offered through Lincoln Financial Securities Corporation

  • Retirement Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Homeowners
  • Personal Liability
  • Commercial Property
  • Commercial General Liability
  • Commercial Ocean Marine & Inland Marine
  • TDI

 

  • Auto-Commercial & Personal
  • WorkersCompensation
  • Umbrella Policies
  • Directors & Officers Liability
  • Professional Liability
  • Employment Practice Liability

Investment Advisory Services offered through Lincoln Financial Securities Corporation

  • Asset Mark
  • Brinker Capital
  • Custom Wealth Design 
  • Morningstar
  • Fee Based Financial Planning

 

Mortgage Financing and Banking

 

 



 94-979 Kauolu Place, Suite: 1104, Waipahu, HI 96797







Phone: (808) 526-3502   Fax: (808) 526-3503   Email: ssugai@advisorplanit.com









Investments and Advisory Services are offered through representatives of Lincoln Financial Securities Corporation, member FINRA & SIPC.







Securities are offered to residents of California (CA),  Guam (GU) and Hawaii (HI).







Advisory services are offered to residents of Hawaii (HI). Lincoln Financial Securities Corporation is not affiliated with The Advisers Group.  LFS-1464888-040716