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SVB & Signature Bank Collapsed: Why Banks Fail & How to Protect Your Savings

SVB & Signature Bank Collapsed: Why Banks Fail & How to Protect Your Savings

by Scott Hamilton | Mar 15, 2023 | Financial Planning, Investments

By Scott Hamilton Banks play a vital role in the economy, providing individuals and businesses with access to cash, credit, and other financial services. Despite their importance, however, banks can fail. And when they do, the effects often cause panic in the wider...
Steps You Can Take to Protect Yourself From Cyber Attacks

Steps You Can Take to Protect Yourself From Cyber Attacks

by Scott Hamilton | Jan 31, 2023 | Financial Planning, Investments

By Scott Hamilton As a financial advisor, my top priority is helping clients pursue their goals while managing and safeguarding their wealth. With the increasing prevalence of cyber attacks, the job of safeguarding your wealth is becoming more expansive, into areas we...
3 Powerful Reasons to Diversify Your Portfolio

3 Powerful Reasons to Diversify Your Portfolio

by Scott Hamilton | Dec 14, 2022 | Financial Planning, Investments

By Scott Hamilton Have you ever heard the phrase “Don’t put all your eggs in one basket?” It’s a popular saying for a reason, applying to nearly any situation in life, especially when it comes to investing. It’s a warning that suggests you not invest all your efforts...
Is a Downturn On the Horizon? How We Watch Over Your Money

Is a Downturn On the Horizon? How We Watch Over Your Money

by Scott Hamilton | Jun 8, 2022 | Financial Planning, Investments

By Scott Hamilton Watching the news these days can feel a little like riding a roller coaster. Things are up and down and constantly changing. With all this instability, it’s no wonder investors are purging stocks out of recession fears. Most of us dislike this level...
Who We Serve and What We Do Best

Who We Serve and What We Do Best

by Scott Hamilton | Mar 7, 2022 | Financial Planning, Investments

By Scott Hamilton  You have a lot of options when researching financial planners, which is why we wanted to take some time to outline who we are, who we work with, and what makes us different. Learn more about Hamilton Financial here! Who We Are Hamilton Financial...
What Should You Do About the Russia–Ukraine Crisis and Market Volatility?

What Should You Do About the Russia–Ukraine Crisis and Market Volatility?

by Scott Hamilton | Mar 1, 2022 | Economy, Investments

By Scott Hamilton The events of the last few weeks in Ukraine have been stressful and upsetting to many of us. The buildup of Russian forces along the border, rising tensions, and the ensuing attack have caused worldwide shockwaves. People across the globe are...
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Recent Posts

  • How to Maximize Your ExxonMobil Benefits Package

    How to Maximize Your ExxonMobil Benefits Package

    March 15, 2023
  • SVB & Signature Bank Collapsed: Why Banks Fail & How to Protect Your Savings

    SVB & Signature Bank Collapsed: Why Banks Fail & How to Protect Your Savings

    March 15, 2023
  • Don’t Leave the IRS a Tip: The Importance of Tax Planning and Reviewing Your Return

    Don’t Leave the IRS a Tip: The Importance of Tax Planning and Reviewing Your Return

    February 14, 2023
  • Steps You Can Take to Protect Yourself From Cyber Attacks

    Steps You Can Take to Protect Yourself From Cyber Attacks

    January 31, 2023
  • Countdown to Retirement: 12-Step Checklist if You’re Retiring in 2024

    Countdown to Retirement: 12-Step Checklist if You’re Retiring in 2024

    January 18, 2023

8 Foolproof Ways to Reach Your Retirement

8-Foolproof

THE 6 HIDDEN TAX SAVING OPPORTUNITIES

THE 6 HIDDEN TAX SAVING OPPORTUNITIES
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Austin, TX 78734
512-261-0808
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Houston, TX 77056
346-200-4440
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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.[/vc_column_text][/vc_column][/vc_row]