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A Balanced Perspective

Hamada/Kim Financial LLC assists individuals, families and small businesses in finding the right balance of strategies to build wealth, minimize taxes and maximize estate value.

FINANCIAL PLANNING

Develop a framework to meet your life goals.

RISK MANAGEMENT

Assess and manage risk to optimize outcomes.

INVESTMENT MANAGEMENT

Create an investment strategy that’s right

for you.

ESTATE PLANNING

Manage your personal affairs during your lifetime and beyond.

WEALTH PRESERVATION

Protect your wealth now and in the future.

DEDICATED TO BUILDING LONG-TERM CLIENT RELATIONSHIPS BASED ON TRUST, PROFESSIONAL GUIDANCE AND CONTINUOUS COMMUNICATION

Helpful content

Curated articles, videos, and more for a financially savvier you.

How the SECURE Act 2.0 Changed RMDs

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
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Intellectual Property and Your Estate

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
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How to Invest in LGBTQ+ Friendly Companies

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
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