Heir Associates

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Heir Associates Define Your Legacy. Helping veterans, military families, and business owners build, protect, and preserve what matters most. (808) 227-2581

HEIR Associates is dedicated to entrepreneurs, veterans, and their families. We combine expertise, empathy, and a deep understanding of the unique financial journeys each group undertakes. Our team is committed to empowering entrepreneurs to succeed in their ventures and helping veterans achieve financial stability and independence post- service. We salute your dedication and honor your entrepreneurial spirit, providing the financial guidance and support you deserve. Robert Reich is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, Robert Reich is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC (Member FINRA/SIPC). A Licensed Insurance Agency.

841 Bishop Street Suite 1900
Honolulu, HI 96813
(808) 227-2581

Neither Heir Associates nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Heir Associates is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

A little business, a little football, and some great connections along the way!Our Financial Advisor, Danny Li, recently...
10/29/2026

A little business, a little football, and some great connections along the way!

Our Financial Advisor, Danny Li, recently had the opportunity to visit the Dallas Cowboys headquarters, thanks to Orion WealthTech . At Heir Associates, we believe in continuing to learn, building strong industry relationships, and staying informed so we can better serve our clients.

A big thank you to everyone who made this experience possible!

Attention Veterans! Worth looking into and reaching out to your local VAN If we can be of assistance in anyway please re...
10/11/2026

Attention Veterans! Worth looking into and reaching out to your local VAN If we can be of assistance in anyway please reach out to Stan “Top” at [email protected] or Samantha at [email protected]

Vietnam-era veterans: you can now enroll in VA health care — no disability rating required.

As of October 1, PACT Act eligibility opened for veterans who served in:
• Vietnam (Jan. 9, 1962 – May 7, 1975)
• Thailand, any U.S. or Royal Thai base (Jan. 9, 1962 – June 30, 1976)
• Laos (Dec. 1, 1965 – Sept. 30, 1969)
• Certain provinces in Cambodia (Apr. 16–30, 1969)
• Guam or American Samoa (Jan. 9, 1962 – July 31, 1980)
• Johnston Atoll (Jan. 1, 1972 – Sept. 30, 1977)

If you served in one of these places during these dates, you can enroll regardless of a service-connected disability rating. Not sure? Bring your DD-214 to our office or call (716) 438-4090 — we'll walk through it with you.

Your business, your family, your next chapter. What are you building toward?At HEIR Associates, we begin by listening. O...
09/19/2026

Your business, your family, your next chapter. What are you building toward?

At HEIR Associates, we begin by listening. Our BAAR process helps military members, veterans, entrepreneurs and their families connect what matters most with their next steps.

• BRIEF: Define your mission, priorities and what success means to you.
• ALIGN: With your permission, coordinate with your trusted professionals.
• ADVANCE: Put approved Financial Battle Plan into place.
• REVIEW: Revisit your progress and adjust as life and priorities change.

It starts with a Mission Brief, a conversation about where you are today and where you want to go. Schedule your Mission Brief: https://bit.ly/4ro8IcT

09/05/2026

God Bless every one of them

What you build today can impact more than just you. Planning with intention can help create stability to last through ge...
08/07/2026

What you build today can impact more than just you. Planning with intention can help create stability to last through generations.

A resource. Not a sales pitch. That's the standard we hold ourselves to every day.At Heir Associates, we believe trust i...
08/05/2026

A resource. Not a sales pitch. That's the standard we hold ourselves to every day.

At Heir Associates, we believe trust is earned by listening first, educating clearly, and serving with YOUR best interests in mind. Every recommendation should solve a problem, support your goals, and fit your unique situation.

Our mission has never been about selling products. It's about helping people build, protect, and preserve the legacy they're creating. Because relationships will always matter more than transactions.

This number affects more than you think. Your VA disability rating can impact more than just monthly compensation. We he...
08/03/2026

This number affects more than you think. Your VA disability rating can impact more than just monthly compensation. We help you see how it connects to your full financial picture.

Let's have a no pressure discussion : https://bit.ly/4x8S5mQ

We practice what we preach. Congratulations to our Chief Marketing & Operations Officer, Sam, and her family on the purc...
08/01/2026

We practice what we preach. Congratulations to our Chief Marketing & Operations Officer, Sam, and her family on the purchase of their vacation rental! This milestone was made possible by implementing many of the same financial principles and long-term planning strategies, such as cash value accumulation, that we help our clients work toward every day.

At Heir Associates, we're passionate about helping families build a legacy because we're doing the same ourselves. Here's to making dreams a reality, one plan at a time.

Address

841 Bishop Street, Suite 1900
Honolulu, HI
96813

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+18082272581

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