Tailored Financial Solutions for Your Future
Your journey towards financial empowerment begins with a simple step: scheduling a quick call with us. Let’s delve into your aspirations, concerns, and goals, paving the way for a tailored financial plan that aligns perfectly with your vision for the future.
Your Financial Journey, Your Way
In a world dominated by digital interactions, we prioritize virtual accessibility. With our streamlined process, you can embark on your financial planning journey from the comfort of your own home, office, or anywhere with an internet connection.
Empowering You Every Step of the Way
Forget about sales pressure, insurance pitches, or unnecessary amenities. At [Your Company Name], our focus is solely on empowering you to take control of your financial future, one step at a time.
- Virtual Only
- Digitial Only
- Client Self Onboards through my Planning Portal
- Payment is via credit card or debit card before starting.
- No sales pressure
- No insurance
- No Amenities
Tailored Solutions for Your Unique Goals
- Retirement Planning
- College Planning
- Social Security Planning
- Drawdown Planning
- Insurance and Tax Strategy
- Investment Strategy
About Me
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.
Meet Your Trusted Advisor
Limited Time Offer: $250 Financial Planning Sale
For a very limited time, we’re offering our comprehensive financial planning services for just $250. Act fast – this exclusive offer is available to the first 10 clients only!
