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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.

Impact of Taxes and Inflation

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
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