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
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
What is your plan for health care during retirement?
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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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