Our Firm
Mukai, Greenlee & Company, P.C. is a full service accounting and auditing firm providing personal financial and investment planning by Kristy Mukai Barnes, CFP, RFC.
At Mukai, Greenlee & Company, P.C., our financial planning goals are:
- Reduce Taxes
- Reduce Expenses
- Help Increase Investment Returns
We do this by creating a comprehensive financial plan, and utilizing an Asset Allocation plan in an attempt to help increase investment returns for an individual's risk tolerance level. Our goal is to furnish the latest and most advanced financial products, investments, and tax strategies to meet the financial needs of individuals, families, and businesses. Whether you have a specific need such as investing a lump sum retirement distribution, developing an investment plan for retirement, or a more diversified need requiring a full financial plan; Kristy can help to provide a solution and advise you on charting a course of action to meet your financial goals.
Kristy utilizes FSC Securities Corporation (FSC) as the Broker/Dealer (B/D), and Pershing as the clearing firm for all securities transactions.
Asset allocation cannot assure a profit or protect against a loss. Investments in securities are subject to risk, including the potential loss of principal invested.
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