Insurance & Financial Advisor
About Our Mission Statement
We serve anyone who asks for our service, however, we would like to focus on the people from the South Pacific islands which include Tonga, Samoa, New Zealand, Fiji, Hawaii, Tahiti and others from the neighboring islands. Our goal is to educate our clients and make them aware of what is out there, and be the "One-Stop Shop" for all your financial needs. Please be aware of these scams:
1. Individuals who provide services for fees claiming they are professionals when they are not. An example is an under the table tax preparer. There are fraudulant tax preparers who claimed to have the "know hows" of getting huge refunds from the government. Usually they don't sign your return but stamped your copy as "self-prepared". If the IRS or State catches up with you, which they usually do, you alone will be responsible for the mess they created.
2. Self-proclaimed professionals who use other's professional business licenses to provide services for fees. We have seen a lot of these in real estate. There are some individuals who have been making real estate transactions using other's licenses. This is a fraud and it has caused a lot of headaches leading to a lot of pacific islanders losing their place of residences.
Please check the credentials of whoever is offering to help you before you go any further. YOU MAY CHECK ON MINE AS INSTRUCTED BELOW!
Insurance:
I offer insurance services; I write Life and Health insurance in California and Utah. I also plan to offer a complete package by including annuities in the very near future; and I want to do business in other states like Texas, and Hawaii.
I will be very helpful to you--especially if you are self-employed. I understand how it's like to run your own business. I can devise the best insurance/investment plan just for you. A simple plan that is affordable and best fitted your family, especially when money is tight. In good months, when business is good and you have extra money to spend, you can invest the extras for your future. In slow months, you don't have to worry about your family knowing that you can still afford your life insurance premium. Rest assure your toes will not be wriggling when you sleep at night knowing that your family is protected if something happens to you.
CA license #OH15096; Utah license #636542
CA site address for insurance agents: https://interactive.web.insurance.ca.gov/webuser/Licw_Indv_Det$.STARTUP?Z_INDV_ID=1357412&Z_IL_LIC_NBR=0H15096
Financial Services:
Coming Soon!
Kainga Tonga:
'Oku ou toe fakalele foki 'ae ki'i pisinisi fakatau insure (life) pea moe tokoni 'ihe ngaahi me'a felave'i moe silini (financial advisor). Tu'unga he tokolahi e ni'ihi Tonga falala'anga 'oku lolotonga ngaue he tafa'aki insure pe malu'i nai, mahalo 'oku ke pehee pe koe toe ha ha me'a fo'ou ia 'oku ou toe tu'uaki atu 'e au. 'Oku fakatautau tefito pe 'eku tu'uaki ni 'aku kihe kakai 'oku nau pisinisi 'ia nautolu pee (self employed), tautefito 'ihe tafa'aki tauhi vaivai (elderly care)moe 'iate (construction).
'Oku 'ikai teu feinga atu au keke fakatau ha life insure mahu'inga lahi ke laui kilu nai, koe 'uhi ka hoko ha faingata'a oku lahi e silini 'e ma'u mai. 'Ikai, 'oku ou taukave'i atu 'e auu keke fakatau pe ha ki'i life insure 'oku ma'ama'a, fe'unga moho ivii, 'aia teke lava lelei pe totongi fakamahina pea to'o ngofua kia koe hono taa fakamahina pea 'ikai faifaiange kuo mole koe 'ikai lava hono totongi fakamahina. Ka hoko leva ha faingata'a, teke lava pe 'o fua 'ae nofo'aki putu mo hono ngaahi kavenga, ta'e teke fakafalala kihe me'a'ofa mai 'ae famili moe holo 'ae kakaii. Kapau 'e toki 'iai ha toenga silini 'oku teka, teke lava 'o fakhuu ia ke tupu, hange nai ko ha'o fakatau tu'unga (shares) 'iha ngaahi pisinisi kehee--teu lava ke toe fakaikiiki ange ia kia koe 'ihe kaha'u. Ko ho'o teuteu ia kiho kaha'u ke 'oua teke toe fakakavenga ki ho'o fanau 'i ho'o holo hifo.
Teke pehee leva, koe ha teu lava ai 'e au 'o fai e ngaue koia kae 'ikai ke lava 'ehe ni'ihi koia ne nau fa'a tuuaki insure mai ki mu'a. Ko hono 'uhinga eni:
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Koe Tonga au pea teta potalanoa faka Tonga pe ke mahino.
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Teta lava ke fa'ufa'u fakataha ha fokotu'utu'u 'oku fe'unga tonu moho ivi moe tu'unga fakapa'anga 'oku ke 'iai.
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'Oku 'ikai ngata pe 'ihe'eku laiseni ke fakatau insure, ka 'oku ou lolotonga ngaue keu laiseni 'ihe tafa'aki 'oe fakahuu pa'anga ke malu'i ho kaha'u, Variables.
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Ko 'eku taukei he mala'e tax 'e fu'u 'aonga lahi ia kiate koe he 'oku nau fu'u kainga vaofi moe tafa'aki insure pehee kihe teuaki kiho kaha'u
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Kapau 'oku 'iai ha taha 'iho famili 'oku ke 'ilo fakapapau 'e 'aonga kiai 'ae insure, ka 'oku 'ikai hano fika social security, teu lava ke tokoni kiai ke ma'u hano fika Individual Taxpayer Identification Number (ITIN). 'E lava 'ehe fika ko eni 'o fakafaingofua'i e ngaue kihe life insure ma'ae tokotaha koia.
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'Oku ou palani keu laiseni 'i California, Utah, Texas and Hawaii!