At Hamada Wealth Management, we understand the financial planning challenges that a family may face. We help families create a comprehensive strategy for managing your money as you move through different life stages. It starts with the basics – setting up a budget, paying down debt, and saving – but a personal family financial planning road map can also include things like investing for retirement and setting aside money for college.
We help families with the following:
- Putting in place a personalized, holistic, goals-based Financial Planning strategy,
- Building a rainy-day fund,
- Review the need of Asset-Protection for you and your loved ones (ex.: life insurance, and LTC - long-term care insurance),
- Understanding and reviewing your various retirement plan options,
- Saving for College expenses,
- Determine and evaluate your current and future needs and goals,
- We call this your personal family financial planning road map
- Review the possible effects of taxes upon your investment & retirement goals, current and future wants and needs,
- The importance of Tax-Advantage Investing strategies,
- Educating and Assisting with estate planning priorities,
- Helping with balancing your savings, budgeting, and retirement planning goals,
- and, finally many other financial goals you will encounter through out your life.