Services
How We Work
401k Plan Management
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Enjoying Your Retirement
Whether you are an individual investor or a business owner with employees, Hamilton Capital has different retirement plans to choose from.
From a wide range of tax-deferred and tax-free solutions, each client can feel their needs are individually focused on.
Investment Planning for All Ages
I believe a long-term, diversified investment strategy is a much more solid way to invest. Hamilton Capital only offer the highest quality products, including stocks, bonds, mutual funds and annuities.
Insurance and Long-Term Care
Insurance can be an affordable way to protect your assets from the burden of unexpected circumstances.
Making sure your loved ones are taken care of during any phase of your life allows are clients the freedom to enjoy their retirement years, as they should.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
charles.kassatly@ceterais.com | (516) 632-5692