Wealth Transfer planning can allow you to

• Transfer funds income tax free to your heirs
• Instantly increase the value of the estate that you pass to your loved ones
• Have guaranteed return, at any time, of 100% of the funds that you have deposited 

 To schedule a complimentary Wealth Transfer consultation, call us at 844-8338 or 872-1208 on Maui.

*For specific tax advice, please consult a tax professional

**Liberty Life Insurance Estate Maximizer, 65 year old woman, example based on medical qualification.

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We Have Moved!

We are now located at the HawaiiUSA headquarters at

1226 College Walk, Honolulu, HI 96817

844-8338

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Welcome to HawaiiUSA Investment and Insurance Services!

Available through CUSO Financial Services, L.P.

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Our goal is simple: We want to be the people you turn to when you want sound financial advice.

Money may “make the world go ‘round,” yet many of us don’t put much time into protecting and growing the dollars for which we have worked so hard. That’s where we come in at Investment and Insurance Services. You don’t have to be an expert on investing, taxation, retirement plans or life insurance, because we have the skilled and experienced personnel to help you. Just click on the "Our Associates" link to the right to meet them.

Please browse around our site and see all that we can do to help you to achieve your financial goals. Then, send us an email at hiis@hawaiiusafcu.com or call us at 844-8338 for an appointment to get started on the road to financial wellbeing.