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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.

3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.
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Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?
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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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