Dream with Inspiration. Plan with a Purpose. Live with Intention. Your Life is Our Commitment - That's the INPAC Way. INPAC is a progressive Wealth Management company created from a collaboration of investment advisors dedicated to building strong, enduring relationships with their clients while serving the communities they live and work in. Wealth Management Services We understand that investors aren't all the You should always consider a well-rounded, coordinated Financial Strategy. This means looking outside your finances. That's why, unlike many advisors, we consider a "whole-picture" Wealth Management approach. This means looking at your situation from a Banking, Investing, Insurance, Tax and Legal perspective. It also means monitoring the entire approach as you move through life - because your life and money moves through The Wealth Cycle as your life moves through four major life transitions. The time you spend in each of these transitions will largely depend on your goals and objectives. same and neither are their investment plans. That is why our solutions are customized to every client's unique situation and objectives both now and in the future. The best Wealth Management companies learn from the past to plan for the future. At INPAC, we also recognize that tomorrow won't look like today. Financial plans on the drawing board now must be strong enough to withstand the test of time, while having the ability to adapt to embrace change and opportunity. O inpac 1001 Bishop Street, Suite 2300 Honolulu, H 96813 808-784-4000 info@dreamplanlive.com dreamplanlive.com WEALTH SOLUTIONS DREAM PLAN LIVE Products and services offered through SagePoint Financial and INPAC Wealth Solutions and are: Not insured by the FDIC; Not a deposit or other obligation of, or guaranteed by, the bank; Subject to investment risks, including possible loss of the principal amount invested. Our INPAC Partners Hawailan Electrie Maul Electric Hawal'i Electric Light Hawaiian Financial Federal Credit Union Kaua'i Government Employees Federal Credit Union Securities and investment advisory services offered through SagePoint Financial, Inc, member fiINRA (www.FINRA.org) & SIPC (www.SIPC.org) and a registered investment advisor, Insurance services offered through INPAC Wealth Solutions and is not affiliated with SagePoint Firancial, Inc. er registered as a broker-dealer or investment adviser. Dream with Inspiration. Plan with a Purpose. Live with Intention. Your Life is Our Commitment - That's the INPAC Way. INPAC is a progressive Wealth Management company created from a collaboration of investment advisors dedicated to building strong, enduring relationships with their clients while serving the communities they live and work in. Wealth Management Services We understand that investors aren't all the You should always consider a well-rounded, coordinated Financial Strategy. This means looking outside your finances. That's why, unlike many advisors, we consider a "whole-picture" Wealth Management approach. This means looking at your situation from a Banking, Investing, Insurance, Tax and Legal perspective. It also means monitoring the entire approach as you move through life - because your life and money moves through The Wealth Cycle as your life moves through four major life transitions. The time you spend in each of these transitions will largely depend on your goals and objectives. same and neither are their investment plans. That is why our solutions are customized to every client's unique situation and objectives both now and in the future. The best Wealth Management companies learn from the past to plan for the future. At INPAC, we also recognize that tomorrow won't look like today. Financial plans on the drawing board now must be strong enough to withstand the test of time, while having the ability to adapt to embrace change and opportunity. O inpac 1001 Bishop Street, Suite 2300 Honolulu, H 96813 808-784-4000 info@dreamplanlive.com dreamplanlive.com WEALTH SOLUTIONS DREAM PLAN LIVE Products and services offered through SagePoint Financial and INPAC Wealth Solutions and are: Not insured by the FDIC; Not a deposit or other obligation of, or guaranteed by, the bank; Subject to investment risks, including possible loss of the principal amount invested. Our INPAC Partners Hawailan Electrie Maul Electric Hawal'i Electric Light Hawaiian Financial Federal Credit Union Kaua'i Government Employees Federal Credit Union Securities and investment advisory services offered through SagePoint Financial, Inc, member fiINRA (www.FINRA.org) & SIPC (www.SIPC.org) and a registered investment advisor, Insurance services offered through INPAC Wealth Solutions and is not affiliated with SagePoint Firancial, Inc. er registered as a broker-dealer or investment adviser.