Financial Planning
Your dreams and objectives aren’t like anyone else’s
We take a comprehensive, financial planning-led approach to investment management. We put together all the pieces to create a plan that is custom-built for you, addressing all aspects of your financial life, from estate planning, income taxes, risk management and portfolio management to retirement, education, asset protection and charitable planning.
We understand that you are an individual with your own goals and priorities, and that understanding informs everything we do on your behalf. Our services are comprehensive and tailored to your life and your goals. Whether you are planning for the arrival of your first child or your last day of work, we can lay out a path that leads to success.
IF YOU WANT TO KNOW IF YOUR ADVISOR IS WORKING IN YOUR BEST INTEREST, ASK THIS QUESTION:
“Are you a financial advisor who acts as a fiduciary 100% of the time when it comes to my investments?”
At Hamilton Wealth Advisors, the answer is a resounding “yes,” but believe it or not, we are in the minority. Many financial advisors are brokers; in fact, about 90% of advisors are not required to act as fiduciaries at all times when it comes to providing investment advice.
Bottom line: At Hamilton Wealth Advisors, we know your investment decisions, both long-term and short-term, should be as unique as your DNA. And we treat them that way.
Meet us. Then you’ll see how our approach is different.
Financial Planning
FREQUENTLY ASKED QUESTIONS
How does Hamilton Wealth Advisors create customized financial plans for clients?
We use a comprehensive, financial planning-led approach that covers all aspects of your financial life, including estate planning, taxes, risk management, portfolio management, and more. Your unique goals and priorities guide our tailored solutions.
How can I tell if my advisor acts in my best interest, and what makes Hamilton Wealth Advisors different?
Simply ask, “Are you a financial advisor who acts as a fiduciary 100% of the time for my investments?” At Hamilton Wealth Advisors, the answer is a resounding “yes,” setting us apart from advisors who may have conflicts of interest.
What expertise does Hamilton Wealth Advisors bring to the table to support clients in achieving their financial goals?
Our team includes credentialed financial professionals, tax experts, insurance specialists, and attorneys—all dedicated to helping you reach your financial goals through a collaborative and action-oriented approach.
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The Birth of a Grandchild
Congratulations! The arrival of a grandchild is always an exciting time. Since many grandparents wish to assist in covering their grandchildren’s future financial needs, it’s also a good time to consider financial preparations for the future. If you hope to provide funds to your grandchildren, both 529 plans and trusts are beneficial options.
Financial Planning Articles
Tips for Navigating This Life-Changing Transition Inheriting wealth can be a life-changing event, but it also comes with a great responsibility to preserve and grow
