Our practice emphasizes educating our clients on how to better protect and preserve their assets from various threats retirees may face.
Our clients have added peace of mind knowing their affairs are in order, and we have implemented strategies to address probate, health care risk, unsuitable stock market risks, unnecessary taxes, and longevity risk.
Color of Money Risk Analysis
Have you ever wanted a roadmap for your financial future? Our Color of Money Risk Analysis is an assessment of your current financial state to help give you a picture of your overall risk so that you can create a roadmap to prepare for the future.
How many tennis players, how many golfers, how many track athletes do you see that don’t have a coach leading them? What about team sports? How many NFL, NBA or MLB teams don’t have a coach? Zero. We are talking about the best athletes in the world, the cream of the crop, yet they still have someone who leads them through their career.
The same holds true in retirement planning. No matter how successful you are, how well you’ve done, how much you’ve planned, your retirement coach can help lead you, direct you, and coach you to a victorious retirement.
Author Joe Hamel presents a 15-chapter playbook to help craft a successful retirement! Get your complimentary chapter by filling out the form.
Get your copy by filling
out the form below
“The Financial Playbook”
with Retirement Coach Joe Hamel
Listen to “The Financial Playbook” at the following times: Saturdays at 8 a.m. on WHK 1420 AM, Sundays at 7 a.m. on WTAM 1100 AM, and 8:30 a.m. on WMJI 105.7 FM.
Hamel Advisory Services, LLC is a licensed insurance agency. Joe Hamel provides insurance services to clients through Hamel Advisory Services, LLC, which is separate from Mr. Hamel’s roles as an investment advisor representative of Portfolio Medics. Investment advisory services are offered through Portfolio Medics. Hamel Advisory Services, LLC, Portfolio Medics, Gradient Positioning Systems (GPS) and Generational Vault are not affiliated. The information contained on this site is intended for educational purposes only. It does not constitute financial/investment advice, nor is it a substitute for financial/investment advice. Nothing in this message should be construed as investment advice. Hamel Advisory Services, LLC, Joe Hamel and Portfolio Medics are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.
Schedule your virtual or phone appointment today!
Enter your information below.
We look forward to assisting you with your retirement needs!