Our Strategies
OUR STRATEGIES
Hamada/Kim Financial LLC is dedicated to providing the tools and advice you need to take action in achieving your financial goals and will be there to assist you at each and every step – no matter what life may bring. Understanding that this is your journey, we can help pave the way to realizing your hopes and dreams, now and in the future.
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 15th rolls around. We work with you and your tax professionals 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 LLC 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.