We believe the greatest value we provide exists in serving those who are experiencing major, and sometimes unexpected, transitions in their lives and empowering them to face these seasons with grace and care.  From the beginning, we like to begin a different kind of conversation – one that is more engaging, more personal, and more meaningful. A conversation that connects those who are passionate about building wealth with the intent of being good stewards of that wealth for themselves and their families for many years to come.  

We dig deep into wealth planning and investment management strategies, structuring tax planning strategies, and creating the most appropriate total process for the utilization, preservation, and ultimate transfer of that wealth to future generations.  

_______________________________________________________
Investment advisory services are offered through WHealthy Empowerment Network, LLC, a registered investment advisor in the states of Illinois, Wisconsin, Ohio, and Arizona.  Kona Financial Planning and Infinity Wealth Company, LLC, are ‘doing business as’ (or ‘dba’) names of WHealthy Empowerment Network, LLC. Industry regulations prohibit endorsements or testimonials for WHealthy Empowerment Network, LLC, or any of its DBAs or any Investment Advisor Representative. Posts must refrain from recommending advisory services or providing testimonials for our firm, since they are strictly prohibited. Please understand that we are required to delete such posts, since this is a regulatory requirement.

Kona Financial Planning

Org chart

Teams

Offices

Kona Financial Planning

Org chart

Teams

Offices

Related companies