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
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Entrust Hawaii

E KOMO MAI

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!

Our Expertise

“My IRA was able to purchase leveraged real estate by using administration services provided by Entrust New Direction IRA, Inc. I have also assisted my clients in putting together private placement investments for use by their IRA accounts and found New Direction to be helpful and responsive to my needs and the needs of my clients."

Richard Bland, Attorney, Bland Law Offices, Lafayette Colorado

Our Fearless Leaders

Dan Falardeau

Dan 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 Humphrey Bill 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 Wynne Catherine 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.

 

Have you ever said, “I just can’t afford my health care plan."?

If so, email us to receive this FREE report.

You'll discover how to take advantage of the money-saving benefits of a Health Savings account. Learn how to:

• Protect your health and grow wealth with a Health Savings Account.
• Lower your health insurance premiums by 30 - 50%.
• Reduce your taxes by $1600 - $1800 per year.
• How to build a retirement nest egg while saving for health care expenses.
• How to lower your health care premiums

Email today, and we'll send you the IRA/401(k) Insights, the leading newsletter on self-directed investing, for FREE!

To learn more about Entrust Self-Directed HSAs, click below:

• Self-Directed HSA: Help Clients Grow Tax Free Medical Savings.
  

• What are the key advantages of HSAs?

• How much can you contribute to an HSA?

• Do you have a high-deductible health deductible health plan?