Products and Services
At Hamilton wealth Management we provide individualized financial guidance that is unique to each of our clients’ personal situation. This can cover a wide variety of planning and investment areas. We provide a general listing of areas we may provide guidance in below. Please read about Our Unique Process in that section of our website.
Our products and services include, but are not limited to these areas.
- Retirement and Estate Planning
- Tax Efficiency Planning
- 401(k) Planning
- 403(b) Planning
- College Funding Planning
- Money Purchasing Plans
- Profit Sharing Plans
Investments : We offer a wide range of investment options, based on your specific needs, goals and objectives.
- Mutual Funds; Managed Accounts; Common Stocks; Bonds
- Traditional IRA; Roth IRA; SEP IRA; Simple IRA
- College 529 Savings Plans
- Treasury Bills
- Government Securities; Treasury Notes
- Variable Annuities; Fixed Annuities
Insurance : We offer a no-charge review of your current insurance coverage as well as an assessment of your needs.
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
Please contact our office for a review of how we may be able to help you. There is no charge for the initial assessment meeting.