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Eric H

Series 63

Honolulu, HI

Ameriprise

Eric Higashihara is a financial advisor with Ameriprise in Kailua, HI, holding a Series 63 designation and 28 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as a regulator for the Contractors License Board in the State of Hawaii. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations in partnership with advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Evans T

CFP®, ChFC®, Series 63, Series 65

Honolulu, HI

Ameriprise

Evans Taylor is a CFP® and ChFC® with 35 years of industry experience, currently advising at Ameriprise Financial Services LLC. His prior experience includes roles at Cetera Wealth Services, Cetera, and AllState Insurance Company. In addition to his advisory work, he operates a financial planning and investment advice business, Latitude Wealth Management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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