Financial Planning for Baby Boomers and Retirees

CERTIFIED FINANCIAL PLANNER ™ in Austin and Houston Texas

We help Baby Boomers align their values, visions, and goals to create a comprehensive financial plan and investment Management.

Financial Planning for Baby Boomers and Retirees

Schedule Your Complimentary Get Acquainted Meeting!

Who We Work With

baby boomers

Baby Boomers

Enjoy financial advice that is tailored to your unique needs and goals.
Retirees

Retirees

Live out your dream retirement while remaining within your means.

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

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 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