Hamel
Associates, Inc. - A Registered Investment Advisor
Financial projections - After the data
collection process, we begin your financial analysis by preparing detailed
financial projection of your future cash flow, taxable income and net worth.
These projections serve as the foundation for our in-depth analysis.
Investment Planning - We recognize that every client
is well-served by sound investment advice. We review your current portfolio and
make detailed recommendations regarding your overall allocation and specific
investments within your portfolio.
Company Benefits - For many executives, their most
valuable assets are in the form of company benefits. Our expertise in this area
allows us to provide a sound strategy for maximizing the value of benefits such
as stock options and deferred compensation arrangements.
Retirement Planning - As you approach retirement, we
analyze your company benefits and assist you in making key decisions regarding
plan distributions, cash flow and other retirement decisions. Long before
retirement, we assist you in optimizing the value of your plans so that you can
enjoy your retirement.
Estate and Gift Planning - An important part of the
financial planning process is to assist clients in distributing their
accumulated wealth to their intended beneficiaries in the most efficient
manner. We work with you and your attorney to develop a sound and tax-efficient
estate planning strategy which meets your objectives.
Insurance Planning - We review your key policies to
determine whether the coverage's are sufficient. Where coverage is necessary, we
will assist you in obtaining a policy which is fairly priced and meets your
objectives.
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Last Updated November 28, 2007 by Barbara Franko