Leo Kauhini

"Helping you Build and Protect Wealth"

Welcome! 

Here you will find a wealth of information in the form of Newsletters, Articles, Calculators, and Research Reports.  I hope your visit will help you to understand the opportunities available to you.
 

 

 

My mission is to help clients take advantage of these opportunities by providing them with three key tools:

  1. A clear understanding of their financial goals
  2. A well-defined strategy for achieving those goals
  3. Ongoing advice to help adjust their strategy when their needs change

 

My areas of expertise extend to all areas of financial management, from investment and retirement planning to risk management and estate conservation. I specialize in helping my clients develop a comprehensive, cohesive financial strategy that meets their specific needs and enables them to meet  their short and long-term financial goals.

I have created this website as a resource for my existing clients, prospective clents and friends. I welcome the opportunity to meet with you in person to discuss your personal concerns and to answer any questions you may have. Please do not hesitate to contact me.  

Thank you for visiting,

Leo
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →