Reid Matsushima, CFP®, CLU®, ChFC®
Wealth Management Advisor


Physicians Nationwide

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"Our purpose is to passionately impact our community by providing first class, quality financial planning for families and businesses while also giving time and financial resources to charity. I serve my family, clients, friends, community, and the reps I lead based on values of caring, integrity, and work ethic."

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THE PROCESS

For important things, people value the services of an expert to create a plan. Planning for financial security is no exception. Professional guidance can help you achieve your financial security goals.

We take a planning approach which allows us to recommend solutions aligned with your goals and objectives. We accomplish this by taking time to understand your situation and needs. When necessary, we utilize our resources such as access to working jointly with other experts in our office, leveraging our attorneys and specialists in Advanced Planning at Northwestern Mutual, insurance services, and internationally recognized investment products to provide solutions for you.

Whether you are planning for your own financial needs, those of your family, or your business, we can help you find the right answers. We will take the time to get to know your situation thoroughly by asking the difficult questions because we care about you and your family.

Contact us today to request a comprehensive financial planning review . . . This simple step may have an enormous, positive impact on your financial security for years to come.

ABOUT THE COMPANY

It's nice to know there's a company who has been around for over 150 years like Northwestern Mutual, supporting Reid Matsushima's practice. Our office, located here in Oahu, has specialists with extensive experience he can call upon for specific situations to provide greater resources and better service to his clients. Reid's Team.

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There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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