Understanding your
entire financial picture.

Our team has helped clients during difficult and rewarding financial conditions. Together, we take the time to understand your entire financial picture so we can help serve your goals. We create a wealth strategy for clients that covers multiple topics, including risk management and asset allocation, cash flow analysis, tax reduction strategies, retirement resources, long-term care alternatives, and estate planning.

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Retirement
Strategies

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Comprehensive retirement strategies are different than the strategies used to accumulate wealth during working years. Protection and the added confidence that your income won’t run out are vital elements in preparing for retirement. We also focus on Social Security timing and election strategies. Our clients can have the added peace of mind to enjoy their retirement and leave something behind for their families.

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Estate
Planning

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Having a protected retirement strategy is foundational. Many clients are also concerned about their legacy. Therefore, we also offer estate planning assistance to help ensure that your family receives what they are supposed to.

Estate planning is a team approach. Our team will work closely with your accountant and attorneys to develop a comprehensive strategy that incorporates all elements of an estate plan, such as your will, appropriate trusts, the assignment of power of attorney, and a living will or health care proxy.

Estate planning is not simply for the wealthy — everyone should have at least a basic plan in place. An estate plan can protect you, your heirs, and your interests by helping to grow and preserve your assets for the future.

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Tax
Reduction
Strategies

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We understand the impact taxes can have on your wealth. To help make sure your retirement minimizes the effects of unnecessary taxes, our team stays informed of the changing tax laws and works closely with top tax professionals. We work to potentially eliminate or reduce estate taxes and help preserve your estate.

From helping you prepare for Required Minimum Distributions (RMDs) at 70½ to helping you avoid declaring too much income that disrupts benefits, such as Social Security income or Medicare, we are your advocates in helping you properly prepare.

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Education

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Kevin is a passionate educator and, through the use of large audience workshops and small group presentations around the nation, Kevin is able to share his passion with retirees and pre-retirees to help them prepare for retirement and enjoy their golden years.

The goal of Hamilton Wealth Group is to provide the information necessary to help our clients feel more protected. Knowledge is power, and with these workshops and seminars, our goal is that seniors have the tools they need to make informed decisions.

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Veterans’ Benefits
Assistance

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If you’re an eligible veteran over 65 and need help paying for home care expenses, assisted living costs, or the monthly bills from a nursing home for you or your spouse, there’s a special pension available to you from the Veteran’s Association, which is called the Aid & Attendance pension.

 

Only 157,000 veterans in the U.S. have applied for this benefit, yet millions more need to know that this program exists and receive the benefits they are so rightly entitled to! A veteran with a spouse can receive up to approximately $24,000 tax-free every year from the government.¹

 

Workshops about this benefit are given every month in the Phoenix area to teach veterans, their spouses, and their widows how to apply, what’s necessary, the medical qualifications, and the financial qualifications to be eligible to receive this special pension.

 

¹ Submitting a Claim for the Veterans Aid and Attendance Pension Benefit. Senior Veterans Service Alliance. http://www.veteransaidbenefit.org/applying_veterans_aid_attendance_pension_benefit.htm