Financial Planning

Choosing a financial planner is a critically important decision. You are wondering where you can go to receive objective advice and expert planning and you don’t know what truly delineates one planner from all the others.

 

Our goal is to provide strategic financial planning and ongoing support. We look at the complete picture and we objectively coordinate with any other advisors you may have. This platform can’t be found just anywhere. Working with us, you’ll have the satisfaction of gaining control over all of your personal finances. The key differentiator, for us, is that we help you analyze major financial moves you must make.  Our planners make your financial future the centerpiece of their work.

Investment Management

In his role as Founder and President of Hamel Associates, Pat Hamel is responsible for all aspects of the firm’s investment management practice. The philosophy of this area of our services is to offer a comprehensive approach and individualized attention to investing for high net worth individuals.

 

Hamel Associates cuts through complexity in today’s uncertain economic times. Managing your investments is the gateway to your peace of mind. At our firm, we dedicate ourselves to fulfilling the promise of providing the highest caliber of investment management counsel and strategy. We as a team are both fascinated and driven by the challenging issues that surround investing. And together we develop solutions to those issues—everyday.

Tax Planning

Our tax planning practice is an integral part of our overall client-centric approach to wealth management. We take a tactical view of tax planning by evaluating prior returns, preparing future tax analysis, and coordinating tax planning through the lens of your larger investment strategies. At Hamel Associates, our tax advisors have over 75 years of combined real-world experience and expertise. Each member of our team has the accreditation, skill set, and knowledge to develop individualized tax plans with our unique, personalized, and hands-on philosophy. Whether you have investment income, earned income, or income from a trust or estate, our advisors will deliver salient and comprehensive tax preparation and planning—all while focusing on your long-term investment goals.

Nothing presented herein is intended to constitute investment advice, nor sales material, and no investment decision should be made based on any information provided herein. Nothing herein constitutes an offer to sell or a solicitation of an offer to buy any security. Before making any investment decision, seek professional and relevant advice. Click here to read more. ©2016 Hamel Associates, Inc. All rights reserved