HKF Strategies

 

 

 

 

 

 

 

 

 

 

 

Managing Risk Effectively

What would happen to your family and financial objectives if something unexpected were to occur? Risks can come from a lot of different sources: uncertainty in the market, legal liabilities, accidents. Without proper protection, a disability or death may cause your financial plans to collapse.  We will review your current situation and the most appropriate solutions for you.

 

Minimizing Tax Liability

Keeping more of what you earn is most effectively accomplished using year-round strategies, not just when April 15 rolls around.  We work with you and your tax professional in managing taxes to maximize wealth creation and preservation.

 

Planning for Your Retirement

Whether you are 35 or 75, decisions you make today will influence your lifestyle now and in the future.  Hamada/Kim Financial provides a comprehensive approach to retirement including both the accumulation and distributions phases.  We will work with you to develop a plan and provide the in-depth analysis and recommendations for qualified assets such as IRAs, 401(k)s and pension plans.

 

Leaving a Lasting Legacy

An estate plan plays a vital role in securing your family's financial future.  Working with your estate planning attorney or a qualified member of our own network of partners, we can help you:

• Minimize the impact of taxes and market volatility, while maximizing the wealth you pass along to the next generations.

•  Set up trusts and other estate planning vehicles to help safeguard your assets from the costly and time-consuming probate process, protect the interests of beneficiaries or relatives with special needs, and provide creditor protection.

• Confirm that the beneficiary designations on your investment accounts are properly recorded.