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Hamilton Cavanaugh & Associates, Inc.


Hamilton Cavanaugh & Associates is a member of NASD, the National Association of Securities Dealers. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
John Hamilton formed Hamilton Cavanaugh and Associates with a specific goal he sought to create a firm that would be a premier retirement and financial planning resource. Now, nearly two decades later, Hamilton Cavanaugh and Associates is pleased to be a firm that exemplifies that original vision. When you work with Hamilton Cavanaugh, you work with Retirement Advisors who are uniquely qualified to design, develop, implement, service, and continually evaluate your firm’s retirement and financial planning offerings.
 
They realize that the array of these offerings and their accompanying regulations can be overwhelming especially in light of the vast number of options available today. Hamilton Cavanaugh is a firm that delights in this complexity. They know that this complexity is what allows them to tailor each retirement solution to meet the unique needs of your organization. Today’s investment world is definitely not a one size fits all environments.
 
When you work with Hamilton Cavanaugh, you are assured of working with seasoned professionals who skillfully navigate the entire scope of retirement benefits from soliciting proposals, through implementing and administering the finalized products. At Hamilton Cavanaugh, they see you, the program sponsor, as their valued partner in this entire process. They know that the end result of this process, the creation of the best retirement and financial planning offerings possible, is something that they both prize as their most important goal.
 
They know that as a program sponsor, your universe of responsibilities falls into two main categories the behind the scenes work that you do as a program sponsor in designing, developing, implementing and administering the financial planning and retirement benefits to your employees and the employee communication work that you do in helping your employees access, understand and benefit from the programs and services that you offer them.

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