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What We Do And How We Can Help

financial planning investments

By Scott Hamilton

Life is complicated, is it not? Add money to the picture and things get downright overwhelming. In previous decades, people often worked for the same company for most of their lives, lived a few years in retirement on Social Security and their pensions, and passed modest estates on to their children. 

That picture has drastically changed with increased longevity, changing demographics, and a more complex and volatile financial world. Simply saving money is no longer enough; we must be smart and strategic with every financial decision we make. 

Thankfully, this doesn’t have to be as overwhelming as it sounds. At Hamilton Financial Planning, we strive to give our clients financial freedom as we create customized wealth management strategies. Here’s how.

Who We Are

As a fee-only, fiduciary firm, our goal is to redefine how you think and feel about your retirement, doing everything we can to make sure you can turn your retirement dreams into your retirement reality. 

What We Do

In a nutshell, we provide comprehensive financial planning for retirees, creating income plans that minimize taxes and maximize terminal net worth. We not only look at the whole picture, covering everything from retirement planning and investment planning to insurance planning and estate planning, but we also provide ongoing wealth management, taking care of all aspects of your investments so you can focus on what you love instead of worrying about your portfolio balances. At the end of the day, our goal is for you to experience freedom from the time demands and stress associated with a do-it-yourself approach to financial planning.

Here’s a glimpse of what our process looks like: 

  • We always start with a financial plan, getting to know you and your concerns, goals, and needs, so we can create a solution to fit you.

  • Then we turn to the ever-important asset allocation, analyzing your risk tolerance, risk capacity, and your overall financial plan to collaboratively choose your allocation between different investment classes. 

  • Diversification is next, spreading your investments across different categories. We only select the best companies in America and internationally to provide for your retirement and legacy. 

  • We strategize to balance providing for 30+ years of retirement with tax-efficient asset transfers.

  • We focus on minimizing taxes to optimize your legacy.

  • Throughout all this, we work to keep you on track toward your goals, educating you so you don’t fall prey to unhealthy or common financial behaviors. 

Who We Serve

Hamilton Financial Planning serves a diverse range of clients but specializes in helping individuals and families who are business owners, retirees, or employees in the energy sector find financial freedom. Regardless of their age or background, our clients share something important in common: they are hard workers who have sacrificed and saved so they won’t be a burden on their families in the future. Our clients tend to be optimistic delegators, preferring to lean on a trusted professional to manage their finances so they can focus on their lives. If that’s you, read on.

What Makes Us Unique

We’re proud to work so closely with our clients and build long-lasting relationships. We believe there are a number of reasons why our clients choose to work for us. For one, we build close, personal relationships with our clients based on trust and transparency. We act in their best interests and they know it, which allows them to rely on us to shoulder some of their financial burdens. Secondly, we provide a sense of peace. Lack of financial planning can cause plenty of anxiety, but we strive to instill confidence through a stable and thorough plan for the future, no matter what the markets do. Our clients know we have the education, background, and experience to be a committed, reliable partner on your financial journey. Finally, our clients appreciate our affordability. We have no hidden fees and never try to up-sell. We value being a cost-effective alternative in the marketplace because we believe everyone deserves financial planning guidance.

Take The Next Step

Are you ready to begin planning for your financial future? Experience the difference a relationship with Hamilton Financial Planning can make for you and your family. Schedule a complimentary get-acquainted meeting online today! 

About Scott

Scott Hamilton is founder and chief financial officer at Hamilton Financial Planning, a wealth management firm that specializes in providing comprehensive financial planning for retirees in Dallas, Houston, and Austin, Texas. With over 20 years of experience in the financial industry, and having completed over 250 financial plans for retirees from the oil and gas industry, Scott is passionate about providing his clients with the tools and insight they need to achieve their financial goals. He has a Bachelor of Business Administration in finance from Texas State University and an MBA in international finance from Pepperdine University. To learn more about Scott, connect with him on LinkedIn.

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