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Hualalai Financial

Reducing Taxes

Kala Patao is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of Hawai’i. No insurance business may be conducted outside these states referenced.

Kala is Registered in FL, CA, CO, HI, IL, IN, MD, NH, NJ, NV, PA, OH, UT, WA, and WY

Kala Patao is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency 841Bishop Street Suite 1900 Honolulu, HI 96813-3957 (808-529-6385). In this regard, this communication is strictly intended for individuals residing in the state of Hawai’i. No offers may be made or accepted from any resident outside the specific states referenced. NYLIFE Securities is a New York Life company.

Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For additional information, visit Customer Relationship Summary.pdf

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Reducing Taxes