John strives to address all aspects of his clients’ financial lives and it is through his compulsive attention to detail in information gathering and reviewing client financial documents that he is able to catch financial planning mistakes and oversights.
John has found that the biggest financial mistakes people make are often unrelated to their investments. Estate planning, insurance risk management, asset registration, and beneficiary designations are examples of non-investment related financial planning areas where he regularly catches planning miscues and oversights.
Behavioral finance research has shown that most Americans spend far more time planning their vacations than they do planning for a secure retirement. A big reason why most people pay so little attention to important financial planning matters is that the subject matter is dry and arcane.
Financial Planning Hawaii owner and founder, John H. Robinson, finds major mistakes and oversights in virtually every prospective client financial plan he reviews. Sometimes, catching these mistakes has the potential to save his clients tens of thousands of dollars.