Financial Planning for Baby Boomers and Retirees
CERTIFIED FINANCIAL PLANNER ™ in Austin and Houston Texas
We help Texans reduce taxes during retirement. We simply optimize the tax strategy and implement a comprehensive wealth management process. The foundation is built on an honest, trusting relationship that is both transparent and responsive.
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Who We Work With
Baby Boomers
Retirees
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.
Who We Are
Working with a trusted financial partner is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.
Founder and Financial Advisor
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