The HKF Process

A BALANCED PERSPECTIVE

If you are retired – or are approaching retirement – Hamada/Kim Financial understands the many challenges of retirement today and know the biggest concern for many is outliving their money. A balanced perspective is key to satisfying your needs today and living your dreams tomorrow. We strive to make the process as simple as possible while giving you confidence about your financial future.

Getting to know you

First, we listen. Because no one financial strategy fits all, we’ll assess your needs, goals and risk tolerance to develop a disciplined investment program designed specifically for you.

Developing a strategic plan

We are dedicated to providing the tools and advice you need to take action in achieving your goals and will be there to assist you at each and every step. Using various wealth management and investment tools, combined with our sound advice, you will be empowered with a personalized strategic plan designed to achieve your financial goals.

Staying on course

Executing your plan is just the beginning. We’ll review your strategies together every year to ensure you stay on track to meet your long-term financial objectives – no matter what life may bring.

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