Strategies to Help Manage & Protect Your Assets
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We are licensed to sell Insurance Products in the following states:
Oregon, Washington.
We are registered to sell Securities in the following states:
Alaska, Arizona, California, Florida, Hawaii, Idaho, Montana, Nevada, New York, Oregon, Pennsylvania, South Carolina, Utah, Texas, Washington, and West Virginia.
Curtis J. Nagai uses the trade name/DBA Nagai Wealth Management. All securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
Newsletters
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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.