INPAC Wealth Solutions Review

The INPAC Ohana is one that truly treats me as one of their family members. Troy and his staff is always concerned about my well being not only financially but my overall quality of living my dream since my retirement over three years ago. They provided classes for Wills And Trust, Estate Planning, Medicare information and fun events like sushi, poke and tempura making classes to name a few. They care for your life in general, not only financially. Now I can relax and enjoy my retirement life. I can honestly say I m very happy to be with the INPAC Ohana. Thank you Troy, Karl, Raven, Cami and Marian.

Inpac Wealth Solutions is the gold standard when it comes to financial advising firms. I was especially impressed with the process they take for all clients, which includes educating clients about the process, evaluating the client's needs and goals, developing a plan to achieve those goals, and ultimately implementing and carrying out the plan. I've used and work with many estate planners, and by far, Inpac Wealth Solutions far exceeded my expectations.

INPAC's amazing team worked hard to propose a structured plan for my family and I to plan for the future. They made sure I understood each and every move in order for me to maintain financial responsibility.

Since first meeting with Troy, he has been very supportive of building our wealth to match our future dreams, and today after we both retired from our long careers, we are still planning and dreaming. We have been so comfortable with the sincere care that Troy has planned to meet our dream for a long, exciting and lifesaving future.

We will be with INPAC Wealth Solutions for the rest of our lives, and will encourage our children to join us also.

I visited 5 financial planners before I decided to go with INPAC. I felt all of the other financial planners just wanted my money. Troy at INPAC helped me understand that you need to plan to achieve your goal, which enables you to live your dreams. He knows that your plan is not only financial but also you need to stay healthy to live your dreams. INPAC has classes and seminars on healthy cooking, fitness, mortgages, social security, estate planning and universal laws are the few I attended.
I also like how INPAC will help you plan for your future at any stage of your life. (I went to one financial planner and he told me to come back after I retire to reinvest my 401k.) Troy and his amazing staff will help you analyze your goals, priorities and resources to develop a strategy that fits you and/or your family.
Thank you Troy at INPAC for making my dreams a reality

I have been working with Troy for years helping his and sometimes my clients successfully complete 1031 exchanges. He takes care of his clients with the utmost care, concern and is always putting their best interest first. He is responsive and quick to get things done. He is creative in his approach and highly skilled at helping his clients plan according to their goals. I highly recommend Troy.

We got introduced to their business through a work relationship between their company and my wife's work credit union. This company offered free assistance with financial planning. Troy Wada is the owner and planner as well. He has a staff to also assist with planning. There is a consortium of other businesses that associate with INPAC. So far, we got a trust made through one of their associated attorneys. It was quick, complete and liberating. Now we don't have to worry about death and how the family will be taken care of. This includes an advanced directive and a complete CD of all of the documents involved. Troy also compiled all of our assets and liabilities to determine what our retirement future looks like. It's not all numbers however because quality of life is as important as how much money you need to retire. It is a very comprehensive view of your future before and after you retire. They have a nice office to discuss your financial planning. We joked around about how minimalistic his office appeared like a boiler room operation. But they did some Feng Shui research and the office was transformed into a home like place - - it feels very comfortable there now. Bottom line is they get the job done. Troy is easy to talk to and is real, not some robot who is just business. He is confident about market trends and the direction of investments. I believe we have a lifetime financial planner.

Troy and Kyle (and everyone at InPac Wealth Solutions) have taken such grear care of me and everyone I've ever referred to them. Not only do they manage investments like stocks and bonds, Troy even recommended a fantastic diamond wholesaler for a great price on an engagement ring diamond, saving me a ton of money!

Troy was very thorough in explaining and helping me understand investment strategies. I may have been told some of the information before, from another financial advisor, but he presented it in such a way that the information registered, and the visuals helped tremendously! His team of staff members are always helpful and courteous too!

Troy and his team bring a casual but professional approach to the complexities of estate planning. They have their clients best interests in mind. They serve us with integrity and trustworthiness.
Harvey and Helene Tajiri, Hilo

My wife and I have been with Inpac for a few years now and I have full confidence in the Inpac team to manage our investments. Troy, Karl and the team are knowledgeable, professional and easy to work with.

Troy took the time to understand our situation and explained how we can prepare for the future.