Services
Services
How We Work
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, to better understand investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
At Hamada Wealth Management Group, LLC, we provide assistance in the following areas:
Investments
- Portfolio Management
- Advisory (Fee-Based) Investment Management
- Traditional IRA and Roth IRAs
- SEP IRA and Simple IRAs
- Bonds, Treasury Notes, Treasury Bills, Government Securities
- Brokerage Accounts (Mutual Funds and Stocks)
- Variable, Immediate, Index, and Fixed Annuities
- Donor Advised Funds, Legacy Income Trusts, and Pooled Income Funds (Charitable Giving Strategies)
- 529 College Savings Plans and Educational IRAs
- 529 ABLE Plans
- Banking Solutions (High-yield money market accounts, checking, and CD)
- Hedged and Alternative Investments
- REITs - Real Estate Investment Trusts (Public and Private)
Financial Planning
- Retirement Plans
- 401 (k) Planning
- 403 (b) Planning / TSA Planning
- Philanthropic Investment Planning
- Tax-Advantage Investment Planning
- Educational / College Planning
- Estate Planning and Wealth Transfer Strategies
- Money Purchasing Plans and Profit Sharing Plans
- Cash Flow Planning
- Asset Protection Planning
Insurance and Asset Protection
- Life Insurance
- Long Term Care Insurance (LTC)
- Term Insurance
- Universal Life Insurance
- Whole Life Insurance
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
kenneth@hamadawealth.com | 928-443-7536