Financial Services

Putting your hard-earned money to work is easy with Hamilton Financial in Snellville, GA.

With our easy to follow wealth management and financial planning solutions, our financial advisors have the tools and experience to put you on the right track for success. We strive to help you manage and strengthen your finances, plan for your future and assist in bringing your dreams closer to reality.

Family Risk Management

A sound insurance strategy can help protect your family from the financial consequences of an unexpected life event.

By identifying new risks and gaps in insurance coverage — from personal to liability to life — we help you and your family stay protected.

Investment Management

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

Financial Independence Planning

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Working together, we’ll help you understand and manage the different types of investment plans that will set you up for your future, including:

  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Solo 401K Variable Annuity

*These services are offered by Andy Mercer through his affiliation with Avantax.