C M Bidwell & Assoc Inc

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 7:30 am - 4:30 pm

14 Years

in Business

(808) 595-1099Call Visit WebsiteVisit Website Map & DirectionsDirections20 Old Pali PlHonolulu, HI 96817 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	7:30 am - 4:30 pm

Places Near Honolulu with Investment Advisory Service

Fort Shafter (6 miles)
Tripler Army Medical Center (7 miles)
Wake Island (7 miles)
Kaneohe (8 miles)
Camp H M Smith (9 miles)
Kailua (11 miles)
Waimanalo (11 miles)
Ahuimanu (11 miles)
Aiea (11 miles)
Pearlridge (12 miles)

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Extra Phones

Fax: (808) 595-1091

TollFree: (877) 595-1099

Neighborhood

Nuuanu - Punchbowl

AKA

Bidwell, Clinton M

C M Bidwell & Associates Inc

Bidwell C M & Associates LTD

Other Link

https://www.cmbidwell.com/contact

Categories

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Mutual Funds, Retirement Planning Services

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Details

Phone: (808) 595-1099

Address: 20 Old Pali Pl, Honolulu, HI 96817

Website: https://www.cmbidwell.com/contact

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C M Bidwell & Assoc Inc

Roth IRA
Roth IRA Account: Roth IRAs differ somewhat from traditional IRAs – which allows for tax-deferred growth of retirement savings - in that the money deposited into these accounts is from “after-tax” dollars. Subsequently, when you make withdrawals from your Roth account, you are not taxed. Additionally, your savings within the account also grow tax-free.

Investment Management
Whether you’re an individual or institution looking for an active stock manager and better returns than index funds, consider our active portfolio management. Our active equity management focuses on the US large cap and small cap markets. We seek to beat your chosen market benchmark.
Mutual Funds
It is important to note that there may be other fees that a client pays such as the mutual fund fees, brokerage fees, and custody fees.
Wealth Management
In our 40+ years in the business, we have observed that fiduciary responsibility is often lacking in the wealth management industry. Many wealth management programs place clients in financial products that levy high fees that underperform their peers. These excessive fees may be hidden or appear to be low but only serve one purpose, to enhance the wealth of the advisor at the expense of the client.

Financial Planning
Are we spending too much or saving too little? Could we run out of money? Are we investing in the right places? Can we afford our children’s education? What will retirement look like? How much will we need in retirement? All those nagging questions we have can be address through proper planning. After all, if we don’t plan for it, we’ll never be able to prepare for it. The sooner you embrace the role of financial planning in answering your financial questions, the better you’ll be able to take control your financial destiny.
Retirement Planning
<span class="field field--name-title field--type-string field--label-hidden"><span > Why Should I Think About Retirement Planning? </span></span> <span><span lang="" about="/user/72" typeof="schema:Person" property="schema:name" datatype="" content="cmbidwellassociates">Max Max Chun-V...</span></span> <span>Thu, 10/24/2019 - 17:37</span>
Annuities
Simplified Employee Pension (SEP) IRA: Some employees may have access to employer-sponsored SEP-IRA accounts. These are similar to traditional IRAs, and may sometimes use Annuities as a retirement savings vehicle.
Long Term Care
Don’t forget to factor in the cost of health insurance when creating your retirement budget. Remember that not all health care related costs are covered by Medicare, so it’s important to factor in the cost of a supplemental plan. As you get closer to retirement age, you may also want to consider purchasing long-term care insurance, which can help pay the costs should you need long-term or nursing home care.
Asset Management
Helping you choose your optimal asset allocation: There are literally hundreds of asset-types that you can invest in, and as many ways to do so! Depending on your goals, we’ll help you choose the right asset mix that will most efficiently and effectively accomplish those goals.

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