Ted Kawahara, CFP®

Transcription

Ted Kawahara, CFP®

Ted Kawahara, CFP
®
Senior Investment Management Consultant
Senior Vice President
Financial Advisor
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Kawahara, Ted (551PP)
LaRosa, Anthony
100209
03/05/2015
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“Planning is bringing the future into the present
so that you can do something about it now.”
—Alan Lakein
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New York, NY 10014
CLIENT NAME:
PROJECT MGR.:
COST CENTER:
m1
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DUE DATE:
LaRosa, Anthony
100209
03/05/2015
SPECIFICATIONS
17" × 11"
NOTES
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Building Your Retirement
Plan is My Full-Time Job
Some of the biggest and most pressing questions that individuals
face are about their retirement plans. Questions such as:
• Do I have enough to cover my needs, my dreams and
the unexpected?
• How do the choices I make today affect the people I care
about tomorrow?
• How can I monitor my retirement assets through rapidly
changing market conditions and opportunities?
Most individuals have
• Most importantly, how do I avoid any major financial “blowups”
neither the time nor
that will impact my retirement dreams and choices?
for and implement a
the expertise to plan
successful financial
There are many ways to plan for retirement, and most
roadmap towards
individuals have neither the time nor the expertise to plan for and
their future.
implement a successful financial roadmap towards their future.
For more than 20 years, I have provided individuals and
families like yours with custom financial solutions that have
preserved and protected their retirement plans.
Your retirement dreams deserve an advisor with the
knowledge, credibility and leadership to put their interests
first. I’d like the opportunity to be your Financial Advisor.
t ed k awa h a r a , CF P ®
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8110125
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JOB NAME:
Broch
DESCRIPTION:
Broch
TRIM SIZE:
FINISHED SIZE:
BLEED:
POST-PROD.:
CREATIVE STUDIO
New York, NY 10036
New York, NY 10014
CLIENT NAME:
PROJECT MGR.:
COST CENTER:
m1
FILENAME:
DUE DATE:
LaRosa, Anthony
100209
03/05/2015
SPECIFICATIONS
17" × 11"
NOTES
8.5" × 11"
0.125"
TMPL:
PAPER:
PICKUP:
7634364 / 602699394
MODIFIED BY
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3
MECH
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8110125
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JOB NAME:
Broch
DESCRIPTION:
Broch
TRIM SIZE:
FINISHED SIZE:
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POST-PROD.:
CREATIVE STUDIO
New York, NY 10036
New York, NY 10014
CLIENT NAME:
PROJECT MGR.:
COST CENTER:
m1
FILENAME:
DUE DATE:
LaRosa, Anthony
100209
03/05/2015
SPECIFICATIONS
17" × 11"
NOTES
8.5" × 11"
0.125"
TMPL:
PAPER:
PICKUP:
7634364 / 602699394
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My Background
Ted Kawahara, CFP®
Senior Investment Management Consultant
Senior Vice President
Financial Advisor
For over two decades, Senior Vice
President Ted Kawahara has steered
his clients’ finances toward retirement futures designed to help protect
their hard-earned money and support
their dreams.
Ted’s comprehensive knowledge of
the investment industry spans two generations: his father was on the board
of EF Hutton; his sister was an officer
of Smith Barney’s Public Finance Department; and, in 1992, Ted became
a Financial Advisor, focusing on the
retirement planning needs of his clients.
Ted earned the significant industry designation of Certified Financial
Planner™ (CFP®) in 1999, completing
the course’s rigorous academic requirements at UCLA. The CFP designation
recognizes a combination of substantial
practical financial planning experience,
the completion of a comprehensive and
highly specialized educational program,
and the demonstration of real-world
applications of the core competencies. Ted also completed an intensive
IRA retirement training course from
the Ed Slott Company, an exclusive
organization dedicated to educating
advisors and financial institutions in
the IRA industry.
Ted focuses his CFP skills and experience in providing comprehensive,
client-based financial planning and
overseeing the successful retirement
of his clients. In addition to the retirement workshops that he conducts, Ted
frequently meets one-on-one with
clients wherever they may be, and he
reaches out proactively to ensure their
needs are being met at all times. He
enjoys analyzing and interpreting laws,
rules, and regulations and understanding how they apply to his retirement
clients. He is knowledgeable on a wide
variety of topics relating to retirement
issues, and he uses that knowledge to
help clients navigate their retirement
needs and concerns.
Ted graduated from Trinity College
in Connecticut with a B.A. in economics. He was born and raised in Southern
California where he now lives with his
wife, Helen, and their two sons.
ted.kawahara@morganstanley.com
310-543-0214
Ted focuses his CFP
skills and experience in
providing comprehensive,
client-based financial
planning and overseeing
the successful retirement
of his clients.
t ed k awa h a r a , CF P ®
MECH
JOB INFORMATION
8110125
PROJ. NO.:
JOB NAME:
Broch
DESCRIPTION:
Broch
TRIM SIZE:
FINISHED SIZE:
BLEED:
POST-PROD.:
CREATIVE STUDIO
New York, NY 10036
New York, NY 10014
CLIENT NAME:
PROJECT MGR.:
COST CENTER:
m1
FILENAME:
DUE DATE:
LaRosa, Anthony
100209
03/05/2015
SPECIFICATIONS
17" × 11"
NOTES
8.5" × 11"
0.125"
TMPL:
PAPER:
PICKUP:
7634364 / 602699394
MODIFIED BY
ST 01-06-14
PRINTING:
COLORS:
APPROVAL
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January 6, 2015 3:08 PM
5
Creating
Your Plan
Navigating the many changes that
retirement brings involves much more
than a series of financial transactions.
A whole-person approach is also
needed, as well as the guidance of a
financial advisor with the capacity to
see beyond immediate needs.
I am a Certified Financial Planner
Practitioner (CFP®) and a member of
an exclusive organization of financial
advisors who are dedicated to being
leaders in the IRA industry. I have the
skills, training, and experience to help
you make the best decisions about
how and when to retire.
6
1 Setting your financial objectives
Through a process of discovery and
discussion, I will work with you to
articulate your aims for your wealth.
Together, we will examine your current
and future liabilities, income sources and
cash-flow needs. We will then consider
factors that might influence your overall strategy, including tolerance for risk,
tax concerns, liquidity needs and time
horizon. Through careful analysis, I will
look for potential gaps that may exist
between you and your goals and then
develop sound strategies that will help
pave a path to those goals.
Morga n S ta n le y
MECH
JOB INFORMATION
8110125
PROJ. NO.:
JOB NAME:
Broch
DESCRIPTION:
Broch
TRIM SIZE:
FINISHED SIZE:
BLEED:
POST-PROD.:
CREATIVE STUDIO
New York, NY 10036
New York, NY 10014
CLIENT NAME:
PROJECT MGR.:
COST CENTER:
m1
FILENAME:
DUE DATE:
LaRosa, Anthony
100209
03/05/2015
SPECIFICATIONS
17" × 11"
NOTES
8.5" × 11"
0.125"
TMPL:
PAPER:
PICKUP:
7634364 / 602699394
MODIFIED BY
ST 01-06-14
PRINTING:
COLORS:
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Discover
2 Creating your strategy
Working from my understanding of you and
your objectives, I will propose a financial
plan that contains strategic actions designed
to help meet those goals. My advice may encompass issues I address in my workshops,
such as retirement planning and pension
benefits, or it might focus on issues that are
more important in your life, such as business
continuation, tax minimization potential and
wealth transfer. You will also receive an
asset allocation strategy designed to provide
diversification for your portfolio.
Analyze
Review
3 Implementing your strategy
Implement
After discussing and refining your
strategy, I will work closely with you
to bring the elements to life. Should
we decide together that outside money
managers are appropriate for you, I will
draw on in-depth research and analysis
to help you select from the hundreds
of investment management firms available to you. Whatever approach we
decide on, together we will keep your
strategy on track.
4 Reviewing objectives and
performance
I view ongoing communication as the
foundation of our successful collaboration. I will make every effort to keep
abreast of your changing financial
needs and provide viable strategies
to help you meet them. When your
circumstances change, I will work
with you to revise your strategy and
reposition your assets to reflect your
new needs and goals.
MECH
JOB INFORMATION
8110125
PROJ. NO.:
JOB NAME:
Broch
DESCRIPTION:
Broch
TRIM SIZE:
FINISHED SIZE:
BLEED:
POST-PROD.:
CREATIVE STUDIO
New York, NY 10036
New York, NY 10014
CLIENT NAME:
PROJECT MGR.:
COST CENTER:
m1
FILENAME:
DUE DATE:
LaRosa, Anthony
100209
03/05/2015
SPECIFICATIONS
17" × 11"
NOTES
8.5" × 11"
0.125"
TMPL:
PAPER:
PICKUP:
7634364 / 602699394
MODIFIED BY
ST 01-06-14
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Experience That
Makes a Difference
With over two decades of experience guiding clients through the
maze of complex financial issues that are unique to retirement
plans, I have gained a wealth of knowledge around a wide variety
of retirement-specific issues.
Many of my long-term clients work in
the telecommunications industry and
are familiar with the planning services
I provide that are specific to their needs:
•• Helping to determine the
best actions to take with 401(k)
savings, ESOPs, pension lump
sum payments and IRAs.
•• Reviewing employee retirement
assets with a goal toward helping
to secure retirement income.
•• Preretirement planning
through the use of cash-flow and
retirement income analysis.
•• Educating individuals on IRA
pre-59½ distribution rules.
•• Establishing ROTH IRAs.
8
I also conduct frequent workshops
for clients and prospective clients about
changing laws or regulations regarding
retirement plans. Some of the topics we
cover at these workshops are:
•• Social Security and Medicare
benefits and rules
•• Pension benefits
•• Retirement income
•• Variable annuities
•• Proper investment allocation
Other issues that are often addressed
at client meetings include long-term
care insurance, 529 plans, and education planning. For over 20 years, I’ve
provided people like you with custom
financial solutions to help prioritize the
protection of your future retirement
income, your principal and your legacy.
Morga n S ta n le y
MECH
JOB INFORMATION
8110125
PROJ. NO.:
JOB NAME:
Broch
DESCRIPTION:
Broch
TRIM SIZE:
FINISHED SIZE:
BLEED:
POST-PROD.:
CREATIVE STUDIO
New York, NY 10036
New York, NY 10014
CLIENT NAME:
PROJECT MGR.:
COST CENTER:
m1
FILENAME:
DUE DATE:
LaRosa, Anthony
100209
03/05/2015
SPECIFICATIONS
17" × 11"
NOTES
8.5" × 11"
0.125"
TMPL:
PAPER:
PICKUP:
7634364 / 602699394
MODIFIED BY
ST 01-06-14
PRINTING:
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MECH
JOB INFORMATION
8110125
PROJ. NO.:
JOB NAME:
Broch
DESCRIPTION:
Broch
TRIM SIZE:
FINISHED SIZE:
BLEED:
POST-PROD.:
CREATIVE STUDIO
New York, NY 10036
New York, NY 10014
CLIENT NAME:
PROJECT MGR.:
COST CENTER:
m1
FILENAME:
DUE DATE:
LaRosa, Anthony
100209
03/05/2015
SPECIFICATIONS
17" × 11"
NOTES
8.5" × 11"
0.125"
TMPL:
PAPER:
PICKUP:
7634364 / 602699394
MODIFIED BY
ST 01-06-14
PRINTING:
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Retirement and Beyond
Our work together doesn’t stop after you retire. There’s more to
retirement than just having enough money. We will continue to
help protect and preserve that money to allow you the freedom
to pursue your dreams.
There’s also a need for wise counsel
during this important life transition.
Whether we choose to enter retirement
by our own volition, or whether it is
thrust upon us unexpectedly, it can
bring tremendous upheaval.
Peter Senge, scientist and organizational development guru, states
that at critical life crossroads, it’s
important to hold a vision of how we
would like to structure our lives. He
holds that this dual visioning, facing
reality at the same time as envisioning new possibilities, generates the
creative tension necessary for arriving at new and perhaps previously
unimagined options.
10
There may now be the time and energy to devote to a passion that has
never been explored or pursued, or the
ability to care in a new way for a family
member with special needs. There may
be the desire to help in the education
of children or grandchildren.
For many people, it’s also important
to ensure that their family, business or
other legacy carries on when their involvement begins to slow down and they
follow other dreams. I have the tools and
knowledge to help you make informed
investment decisions as well as address
your other financial responsibilities.
I know you have many choices when
it comes to selecting a financial advisor.
For over two decades, individuals and
families have relied on me to understand and provide guidance on their
retirement plans and the investments
within them.
My wide breadth of knowledge about
the many issues of retirement planning, coupled with my commitment to
client service, have resulted in deeply
rewarding, long-term relationships with
my clients. I invite you to begin that
relationship today.
Morga n S ta n le y
MECH
JOB INFORMATION
8110125
PROJ. NO.:
JOB NAME:
Broch
DESCRIPTION:
Broch
TRIM SIZE:
FINISHED SIZE:
BLEED:
POST-PROD.:
CREATIVE STUDIO
New York, NY 10036
New York, NY 10014
CLIENT NAME:
PROJECT MGR.:
COST CENTER:
m1
FILENAME:
DUE DATE:
LaRosa, Anthony
100209
03/05/2015
SPECIFICATIONS
17" × 11"
NOTES
8.5" × 11"
0.125"
TMPL:
PAPER:
PICKUP:
7634364 / 602699394
MODIFIED BY
ST 01-06-14
PRINTING:
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MECH
JOB INFORMATION
8110125
PROJ. NO.:
JOB NAME:
Broch
DESCRIPTION:
Broch
TRIM SIZE:
FINISHED SIZE:
BLEED:
POST-PROD.:
CREATIVE STUDIO
New York, NY 10036
New York, NY 10014
CLIENT NAME:
PROJECT MGR.:
COST CENTER:
m1
FILENAME:
DUE DATE:
LaRosa, Anthony
100209
03/05/2015
SPECIFICATIONS
17" × 11"
NOTES
8.5" × 11"
0.125"
TMPL:
PAPER:
PICKUP:
7634364 / 602699394
MODIFIED BY
ST 01-06-14
PRINTING:
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21250 Hawthorne Boulevard
Suite 650, Torrance, California 90503
310-543-0214
 / Main
800-221-8764 / Toll- F ree 310-347-4024 / fa x
www.morganstanleyfa.com/ted.kawahara
ted.kawahara@morganstanley.com
Asset Allocation does not guarantee a profit or protect against a loss.
Life insurance, disability income insurance and long-term care insurance
are offered through Morgan Stanley Smith Barney LLC’s licensed insurance
agency affiliates.
Tax laws are complex and subject to change. Morgan Stanley Smith Barney
LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors
and Private Wealth Advisors do not provide tax or legal advice and are not
“fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with
respect to the services or activities described herein except as otherwise
provided in a written agreement with Morgan Stanley. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a
retirement plan or account, and (b) regarding any potential tax, ERISA and
related consequences of any investments made under such plan or account.
This material does not provide individually tailored investment advice.It
has been prepared without regard to the individual financial circumstances
and objectives of persons who receive it. The strategies and/or investments
discussed in this material may not be suitable for all investors.Morgan Stanley
Wealth Management recommends that investors independently evaluate
particular investments and strategies, and encourages investors to seek the
advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances
and objectives.
© 2015 Morgan Stanley Smith Barney LLC. Member SIPC.
MECH
JOB INFORMATION
8110125
PROJ. NO.:
JOB NAME:
Broch
DESCRIPTION:
Broch
CRC1081809 CS 8094835 01/15
TRIM SIZE:
FINISHED SIZE:
BLEED:
POST-PROD.:
CREATIVE STUDIO
New York, NY 10036
New York, NY 10014
CLIENT NAME:
PROJECT MGR.:
COST CENTER:
m1
FILENAME:
DUE DATE:
LaRosa, Anthony
100209
03/05/2015
SPECIFICATIONS
17" × 11"
NOTES
8.5" × 11"
0.125"
TMPL:
PAPER:
PICKUP:
7634364 / 602699394
MODIFIED BY
ST 01-06-14
PRINTING:
COLORS:
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Ted Kawahara, CFP®

Transcription

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