Stephen is the founder and president of Estate Planning Consultants of Hawaii, Inc., established in 1997. Providing estate, financial, and tax planning services, EPCH has successfully served over 2,000 Hawaii families.
Stephen co-authored the 2011 book edition titled, “How to Protect Your Family’s Assets from Devastating Nursing Home Costs” with EPCH Senior Attorney Reed Rohrer. His hobbies include traveling, reading, eating out with his wife and spending time with his family. For more information on Stephen, visit his LinkedIn.
Sage serves clients as a Financial Advisor and Tax Efficient Retirement Income Planner. A Fiduciary Approach is the priority when counseling and advising my clients in the areas of Retirement Income Planning, Mitigating Investment Risk, Tax Planning, as well as Legacy and Estate Planning.
He is dedicated in ensuring his clients along with their ohana secure their families’ financial futures. His goal and passion is to help assist in ending financial illiteracy by passing on a few tools of advice which will enable you to make smarter and lifelong decisions for your families future. For more information on Sage, visit his business website or LinkedIn.
Hawaii Lawyers Helping Hawaii Since 1997
Estate Planning Consultants of Hawaii Inc. (EPCH) was established in 1997 as a “Group Legal Service Plan” in Hawaii Revised Statutes §488. We offer individuals, local businesses, credit unions and associations free membership into our Group Legal Service Plan.
Our Plan Attorneys practice in many areas including Advanced Medicaid Planning, Estate Planning, Asset Protection Trusts, Tax Planning, Business Trusts, Real Estate Law, Rental Properties, Minor Children Protection, Guardianship, and Limited Liability Companies (LLC’s).
We are here to provide you with peace of mind, whether it is legal or financial. Our company mission is to establish long-lasting and positive relationships with our clients and their families.
Featured in MidWeek on June 8, 2016