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, Michigan, Montana, Nevada, New York, Oregon, Ohio, 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 offered through CES Insurance Agency or Curtis J. Nagai.
Newsletters
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Fund Retirement and Reward Workers with a Cash Balance Plan
Do you know how cash balance retirement plans can help small business owners reduce taxable income and catch up on their savings? Find out.
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Four Reasons to Review Your Life Insurance Needs
This article looks at major life events and the need to review your life insurance coverage in light of changing circumstances.
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Dividends for Income and Total Returns
Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.
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When Two Goals Collide: Balancing College and Retirement Preparations
This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.