Securing Your Legacy in Hawai'i
You’ve worked hard to build your life—now it’s time to protect it. From retirement planning to long-term care and life insurance, we offer tailored strategies that help you prepare for the future with confidence and security
PERSONALIZED RETIREMENT PLANNING • COLLABORATIVE NETWORK • LIFE INSURANCE SOLUTIONS • LONG TERM CARE • HAWAII EXPERTS • SECURING YOUR FUTURE •
Our Specialized Services
Retirement Strategy
Effective retirement planning goes beyond saving—it’s about creating a strategy that protects your lifestyle, assets, and future. We help clients design personalized plans that incorporate Roth conversion strategies and long-term care planning to ensure reliable income and financial security throughout every stage of retirement.
Expert Estate Protection
Your life’s work deserves to be protected. Estate planning helps ensure your assets are passed on according to your wishes while minimizing potential taxes and delays. We guide you through strategies that help protect your family, reduce complications, and provide clarity for the future—so your legacy is preserved the way you intend
Legacy Planning
Our Legacy Planning services are designed to help you pass on your wealth, values, and intentions with clarity and care. By coordinating with trusted financial professionals, we help you structure strategies that support your estate, protect your loved ones, and reflect what matters most to you and your ‘ohana.
Our Collaborative Approach
01. Discovery & Assessment
02. Professional Network
03. Personalized Strategy
We begin with a comprehensive review of your current financial landscape, assets, and retirement goals to identify immediate concerns.
We collaborate with a network of trusted financial professionals within the local community as well as leading national carriers, to provide coordinated guidance tailored to your needs.
Our Hawai‘i team is committed to serving with aloha and integrity, developing thoughtful financial strategies that reflect your kuleana and help preserve and grow your ‘ohana’s legacy for generations to come.
We are a dedicated team of financial and life insurance professionals committed to the Hawaii community. Our approach is rooted in collaborative precision, ensuring that every pre-retiree and retiree receives a bespoke strategy that honors their unique journey and future aspirations.
Rae Saito
Managing Principal
Danny Rose
With over 20 years of dedicated experience, Rae Saito provides a warm, personal touch to legacy planning, guiding families across Hawai'i toward a secure and trustworthy retirement with aloha.
Managing Principal
Reinaldo Pacheco
As Managing Director, Danny utilizes creative, outside-the-box thinking to develop innovative financial strategies that provide stability and peace of mind for our neighbors across Hawai'i.
California Agency Director
Reinaldo Pacheco is our senior representative. He has extensive experience in insurance wholesaling and product analysis. As a Hawai'i executive working out of Orange County, California, he leverages his expertise to deliver tailored, high-value insurance solutions and innovative programs that meet the unique needs of Hawai'i clients.
Let’s Plan Your Retirement Together
Reach out to our team of financial and life insurance professionals for a personalized consultation tailored to your Hawai'i lifestyle.
Our Office
Email Us
Call Us
Honolulu, HI
rae@PBPHawaii.com
+1 (808) 728-1462