We coach both retirees and those approaching retirement, with a focus on helping them preserve and grow their retirement assets. 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.How many tennis players, how many golfers, how many track athletes do you see that don't have a coach leading them?
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.How many tennis players, how many golfers, how many track athletes do you see that don't have a coach leading them?
Services
Talk to Joe about financial planning and receive a complimentary chapter of his book, "The Retirement Playbook." 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.
At Hamel Advisory, we're committed to discovering the services and products that will best serve you and your loved ones in your retirement and legacy planning. We work hard to find and offer the best solutions for each client's unique financial situation.
Hamel Advisory works as a fiduciary with the affirmative duty of utmost good faith and full and fair disclosure of all material fact, as well as a categorical obligation to employ reasonable care to avoid misleading clients.Hamel Advisory Services, LLC is a licensed insurance agency.
Hamel Advisory works as a fiduciary with the affirmative duty of utmost good faith and full and fair disclosure of all material fact, as well as a categorical obligation to employ reasonable care to avoid misleading clients.Hamel Advisory Services, LLC is a licensed insurance agency.
Joe is the president and founder of Hamel Advisory Services. As an investment advisor representative of Portfolio Medics, he is held to a high professional standard and acts as a fiduciary when working with his clients' investments, focusing on their best interest. As a fiduciary, Joe does not sell securities for commissions and ensures his clients are informed of the fees they are charged.
Our mission is to provide families and businesses of Northeast Ohio with financial strategies, solutions, and planning that are innovative and tailored to their goals. Our prospective clients receive an initial complimentary risk assessment of their current investments from a third party, personalized income projections, and ideas for immediate implementation.
At Hamel Advisory, we believe no two investors are alike. In order to help each client meet their financial goals, we use a team-oriented approach to investment management and a client-focused culture that is fundamental to our investment process. Advice and recommendations for our clients are tailored to specific investment goals, desired return objectives, risk tolerance, and tax situations.
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