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Your Free Financial Assessment

Segawa Consulting Group (SCG)  is a comprehensive financial consulting firm. Our advisors take a personalized approach to help you address your financial goals. The below process is designed to give you a framework for making an informed decision about working together and if we are a good fit. 

Step 1: Schedule a 30 Minute Call

Let's talk story a bit to get to know each other a little more. I'll answer any questions you might have and discuss how we might be able to serve you. 

Step 2: Discovery

If we decide that we would be a good fit to work together and it is in your best interest to do so, we will then schedule you in for an in-person meeting to discuss and get clarity on your goals, needs, and any concerns that you might have. 

Step 3: Plan

With your free assessment now done, we will have another meeting to review and discuss our findings, and options for you going forward. 

Step 4: Reflection

Choosing a financial planner is an important decision. We encourage you to take the time to decide if working with us would be in your best interest. 

Step 5: Get Started

If you decide you want to partner with us, we will begin the onboarding process and ask for any additional information we may need to get you started. 

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Segawa Consulting Group LLC

 

1580 Makaloa Street, #1111

Honolulu, HI 96814

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Phone: +1 808 695 6200

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Segawa Consulting Group and IFG are unaffiliated entities. OSJ: 12671 High Bluff Drive, Suite 200, San Diego, CA 92130. Licensed to sell securities in the following states: CA, FL, HI, NV, UT & WA. The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

© 2020 by Segawa Consulting Group LLC

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