Lori Hamano

WORK HISTORY

EDUCATION

ABOUT LORI HAMANO

Our clients have come to rely on our ability to help them navigate the obstacles in life and help them reach their goals. They have come to know that proper planning allows them the freedom to concentrate on enjoying their lives rather than worrying about their finances. They have benefitted from the institutional know-how and standard of care that we believe sets us apart in a world of unremarkable service and advice. Through our experience, we understand that our clients have six main concerns that we help each of them address:Lifestyle Protection: We seek to provide our clients with the income and cash flow necessary to maintain their standard of living, whether they enjoy 10, 20, or 30 years in retirement Wealth Preservation & Accumulation: Preserving and growing the assets which they have worked so hard to accumulateHealth Concerns: Addressing the risks of a health issue and protecting their estate against costly medical billsLegacy Planning: Setting their estate strategy up properly so that their ultimate wishes are carried out as they desire as well coordinating with their attorneys to help ensure it is executed seamlessly Simplify Life: We help simplify their finances, demystify the jargon, and explain to them what truly are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**