Our Mission
Empowering our clients & community to help them live with peace of mind in achieving their financial goals – from the mundane to the extraordinary. Utilizing our specialized expertise to guide clients in creating an integrated financial roadmap for their families & their futures.
Our Process
Integrity: Our uncompromising commitment to honesty and deep moral principles.
Shown in our fiduciary duty to all clients.
Empowerment: Helping our clients build confidence and feel in control of their financial futures
Creating a collaborative environment where clients feel comfortable in being in command of their financial decisions.
Stewardship: Careful & responsible management of essentials entrusted to one’s care.
We take seriously our role of Stewards for our clients who trust us to recommend what is in their – and their family’s – best interest.
Progressive: Favoring change and growth; moving forward.
We make sure to continue our own growth and improvement to consistently provide creative yet relevant solutions.
Our 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.
Award winning
Reid Matshushima has been recognized by Forbes as one of the top financial security professionals in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you. You can read the article here.
