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Products and solutions

At Hamano and Associates we believe that every piece of your financial life should come together to form a picture. Like a puzzle, as each piece fits into place your financial picture becomes more clear. Is your financial picture complete, or are some pieces missing? How will you know if the pieces are all in the right place? A comprehensive analysis can help show you how all the pieces fit together.

Whether you are looking to simply work on just one piece of your financial puzzle or you want assistance in seeing the whole picture the advisors at Hamano & Associates can help. From risk management and retirement to investing and estate planning, we can work with you on a customized strategic plan that can help you identify all the pieces of your financial puzzle and then assist you in putting them all together

Personal Planning

Click on the puzzle pieces below to learn more about how the advisors at Hamano and Associates can help you with your financial, estate, risk, and retirement puzzle.

estate puzzle piece

Estate Planning

Wills & Trusts
Life Insurance
Wealth Distribution
Advanced Health Care
Power of Attorney

investment puzzle piece

Investment Planning

Portfolio Review
Asset Allocation
Time Horizon
Risk Tolerance
Investing Strategies
Alternative Investments

risk and tax planning puzzle piece

Risk & Tax Management

Long-Term Care
Disability
Health Insurance
Loss Carry Forward

retirement puzzle piece

Retirement

Savings Planning
Goals Planning
Debt Management
Social Security
Income & Expenses
IRA, SEP_IRA, 401(k)'s

Products and solutions

  • Estate Planning
  • Investment Planning
  • Risk & Tax Management
  • Retirement

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  • 1674 Post Street Suite 2, San Francisco, California 94115 United States
  • Phone: (415) 346-3913
  • Email: tim@hamano.com

The financial consultants at Hamano & Associates are registered representatives with and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC. Financial Planning offered through Hamano & Associates, a registered investment advisor and separate entity from LPL financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, FL, HI, MA, NM, NY, OR, TX, WA

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