Financial Planning

Whether your financial affairs are relatively simple or very complex, a financial professional can help you develop an investment strategy that's right for you and can provide insight on how to plan for many of life's major events.

Fund your retirement.

Even if you have accumulated the financial resources for what could be 15, 20 or 30 years of retirement, you will need a plan to maximize and protect those assets for as long as possible.

Purchase a quality education.

College costs continue to rise at an average annual rate of 3% to 5%.(1)
(1) The College Board, 2003

Develop a realistic investment plan.

A plan should seek to achieve your desired level of return without taking on more risk (or more kinds of risk) than you can tolerate.

Protect current and future assets.

Without proper financial and estate planning, all your other planning could be impacted by circumstances beyond your control.

By keeping client’s objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, Central Pacific Investment Services maintains a constant commitment to putting service first.

Our products and services include:
  • Mutual funds -for diversification and professional management
  • Variable and fixed annuities -for tax deferred growth potential
  • Life insurance -providing financial protection for your loved ones
  • Individual stocks and bonds -to provide you with added long term growth potential and a foundation for your portfolio

Securities and Insurance Products are offered through LPL Financial, Member FINRA/SIPC. Central Pacific Investment Services and Central Pacific Bank are not registered broker/dealers and are not affiliated with LPL Financial.


INVESTMENTS ARE: NOT FDIC INSURED • MAY LOSE VALUE • NOT A DEPOSIT • NO BANK GUARANTEE • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY