Sometimes you just need a second look.

One free call with a Certified Financial Planner with over 15 years of experience.

You’ll get a custom retirement roadmap in real time and an investment portfolio review.

Choose a Time Below That Works for You

No Obligation - Just Answers

Your 50 minute, one-on-one Zoom call is completely free. We’ll get to know your goals for retirement, answer your biggest questions, build a retirement roadmap for you in real time, and review your portfolio of investments.

What You Walk Away With After Your Free Session

Answers to your biggest questions: Finances are complex and time consuming, and sometimes there's questions you can't find satisfying answers for, we can answer.
Retirement Roadmap: We're not in the business of sales or pushing but we love helping people retire. We can build a custom retirement roadmap for you in real time on the call- giving you clarity about where you are, and where you're going.
Investment Portfolio Review: Your investments are the engine that push your finances toward meeting your goals. Our investment review can help you know if your investments are where you need them to be.

Why Hamilton Financial Planning?

A Second Opinion is All You Need

After 15+ years in the business, we know that sometimes an ongoing relationship isn’t needed. Thats why we offer one time financial plans for a flat fee.

One Plan. Income, Taxes and Protection. All Coordinated.

We know that working with multiple different professionals is difficult, that’s why we work to bring everything together in one clear picture.

100% Fiduciary.
Always Accountable.

As a Certified Financial Planner, Scott is required to put your needs above his, every time. Our clear fee structure also gives you peace of mind.

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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]