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The Advisors

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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.

Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.
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Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
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Can I Create a Roth if I’m Over the Income Limit?

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.
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