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(888) MY-IRA-HI (694-7244)
(888) MY-IRA-HI (694-7244)
| Address | 7 Waterfront Plaza, 500 Ala Moana Blvd. #400 Honolulu, HI 96813 |
| Phone Number | (808) 521-4472 |
| Fax Number | (808) 521-1005 |
| Toll Free Number | (888) MY-IRA-HI (694-7244) |
| Map/Directions | click for map  |
Contact Our Office  |
Welcome to Entrust Hawaii! Self-direction is now available to everyone with an IRA, not just the rich and famous. The Entrust Hawaii Ohana believes that education is the most important ingredient when self-directing into non-traditional investments such as real estate, LLCs, private placements, gold, and others. Clients who know and understand the rules are Akamai, and know a good investment when they see one. Entrust Hawaii has made client education a top priority through classes, articles, and presentations. True diversification in your retirement investing is just around the corner. Ask us how today!
“My IRA was able to purchase leveraged real estate by using administration services provided by Entrust. I have also assisted my clients in putting together private placement investments for use by their IRA accounts and found Entrust to be helpful and responsive to my needs and the needs of my clients."
Richard Bland, Attorney, Bland Law Offices
Is Retirement an Option? Will It Be For You?
The Road Not Taken - Less Liquid Investments
Download More Information on Self-Directed IRAs
Self-Directed IRAs Investing - Retirement Funds in Real Estate
Is it True That You Can Buy Real Estate With Your IRA and Use It?
Real Estate FAQs
Precious Metals IRA
Gold and Other Metals
The Choice is Yours
Download More Information on Precious Metals
Dan FalardeauDan Falardeau has been networking in the Hawaiian Market since 1992. He has a BA in International Relations, a Series 3 Commodity Brokers License, an MBA in e-business, and is a Self-Directed investment specialist. Dan's extensive experience is sales, marketing, and teaching give him the ability to effectively communicate to a diverse audience. His personality is warm, friendly, and he is full of the "Aloha Spirit". Dan's knowledge of Hawaiian business practices and network of contacts across the State brings an insider's strength to Entrust Hawaii. Check our calendar of events to join Dan either live in one of our classes, or online at one of our webinars.
Bill HumphreyBill is recognized by professional advisors as an expert in the self-direction of IRAs and other tax-advantaged accounts as well as the associated IRS codes pertaining to these investments. Bill is also an experienced Certified Public Accountant who, over the past 20 years, has specialized in tax-related property issues and forensic accounting. He received his BS in Business from the University of North Carolina, Chapel Hill. Bill's graduate work included a concentration in finance and economics. He knows the ins-and-outs of IRA law and stays current with all legislation governing tax-deferred or tax-free retirement arrangements. Bill has also been a consultant to the HSA Insider, one of the largest clearinghouses of Health Savings Account information on the web. He became involved in real estate investing with his associate, Catherine Wynne, and assisted in developing the framework for debt-leveraged IRA real estate investment. |
Catherine WynneCatherine is best known as a dynamic speaker and expert on self-directed retirement investing. Her teaching credentials include the University of Denver Law School’s Graduate Tax Program, Lorman Education and multiple CE certified courses for real estate brokers and CPAs. She has extensive personal experience as a real estate investor and syndicator and is recognized regionally as an expert in the IRS rules for IRA investment. She is an author of industry articles and courses on the subject of non-traditional IRA investment and has an instructional book currently in the works. She understands that paying attention to the details of investments as well as the IRS rules is what makes self-direction work. Working primarily in client asset acquisition, she is well acquainted with the IRA purchase of a wide variety of assets such as mortgages, notes, real estate, private placements and LLCs. Catherine has a BS in Structural Engineering from the University of Pittsburgh and spent the first part of her career in oil and gas production, later moving into nuclear power plant design with Westinghouse.
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That’s right! With an IRA Card CheckingSM account, you’ll have instant access to the funds in your self-directed IRA.
The IRA Card CheckingSM is a demand deposit account that allows instant access to your IRA funds with an IRA CardSSM (debit card) or IRA Card ChecksSM.
Attend seminars, workshops and classes on self-directed IRAs in your area.
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