Ali’i Financial Consulting

Specialties

Assisting Business Owners plan their Exit Strategy, whether selling or transferring a business

Prepare you for retirement by designing tax-​efficient, custom income programs

Helps you plan your legacy, protecting your heirs from potential creditors, divorce, and sibling rivalry issues

History

Established in 2006.

Ali’i Financial Consulting was established to fill a need for holistic financial life planning. We provide educational consultation, enabling you to engage in preparing for your financial future with confidence.

Ali’i can bring you the resources you need to build your plan with the ability to adjust, adapt, and move through the often rapid changes in our economy and financial world.

Meet the Business Owner

Lynn J.

Business Owner

Lynn was born and raised in Hawaii, and her Aloha Spirit roots spark compassion and integrity toward the well-​being of her clients. She has over 28 years of experience in Insurance and Financial Services, with a focus on holistic retirement and estate planning needs for business owners and tax-​paying Americans.

Her passion for serving has involved her with many organizations, including the Peace Officers Firefighters Fellowship (POFF), and with ministries to the the U.S. Marines stationed at Camp Pendleton and serving on the USS Green Bay in San Diego. Lynn has raised two daughters who currently live and work in Honolulu. She enjoys a lifestyle of gratitude, and enjoys serving clients between the west coast (mostly California) and Hawaii.