Financial Planning for Individuals  50+

A well designed and implemented Financial Plan will provide you with a dignified, independent retirement.

 

Financial Planning for Baby Boomers and Retirees

What we offer

We offer two different service models, depending on your needs: Hourly Financial Planning and Wealth Management. As a fee-only financial planning firm, our pricing is transparent so you always know what you’re paying for. 

Hourly Financial Planning

Our hourly financial planning services offer more flexibility for investors that might not know what they want and are focused on time-specific goals. For this service, there are no long-term contracts, pressure, or sales. We also have no asset minimum for your hourly financial planning services. We work with you toward a specific goal and you pay per session.

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Wealth Management

Our wealth management services are perfect for clients who want a more hands-on approach to their financial future. In this service model, we offer financial planning, investment management, and ongoing engagement. This comprehensive service is also fee-only, but we are able to incorporate all aspects of your financial picture.

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About us

  • Virtual or In-Person
  • Personal services
  • Integrity, Empathy and Passion
Financial Planning Austin Texas

Trust Hamilton Financial Planning

Experience

  • 250+ Plans personally completed
  • 25 years of Managing money
  • Managing $40M Assets

Education

  • MBA in International Finance
  • CFP (R)
  • Annual 30+ Hours of CE

Ethics

  • Fee only, Fiduciary
  • No Commission
  • No Sales, No Pressure

CERTIFIED FINANCIAL PLANNER in Austin and Houston Texas

The Concept of Retirement
Has dramatically changed over the past decade. Increasing life expectancy means we can no longer afford to simply save our money — we must be smart and strategic with every financial decision we make if we want to maintain a comfortable lifestyle throughout our retirement.

Without Proper Planning
What may initially feel like an exciting new chapter can quickly become a financial nightmare? However, that doesn’t have to be your reality. At Hamilton Financial Planning, we can help make sure you have everything you need to turn your vision into your reality.

Founder and Financial Advisor

Scott Hamilton Financial Advisor Austin Tx

Scott Hamilton, CFP®

Founder & Chief Financial Officer

With over two decades of financial management experience, I’ve worked at innovative startups, as well as Fortune 500 companies such as Exxon and Dell, where I worked as a senior principal consultant and product manager. I am licensed to do business in Texas, Louisiana, Florida and South Carolina and have a master’s degree in international finance from Pepperdine University.

A native Texan, my experience ranges from working in the oil, gas and technology fields to managing people’s assets for over 20 years — designing more than 250 financial plans throughout my career. Decoding the many intricacies involved in the financial modeling and investment management process is what I do best: providing my clients with the tools and insight they need to achieve their financial goals.

Austin

1202 Lakeway Drive, Suite 7
Austin, TX 78734
Phone: 512-261-0808

Houston

Williams Tower, 2800 Post Oak Blvd, Suite 4100
Houston, TX 77056
Phone: 346-200-4440