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