Retirement Planning in Austin and Houston Texas
CERTIFIED FINANCIAL PLANNER ™ in Austin and Houston Texas
Do I have enough to retire? When can I retire? Can we afford a lake house? Without a comprehensive financial plan, these answers would simply be a guess. I have personally completed over 250 financial plans and believe that a real-time, virtual planning process produces very positive results.
Our retirement planning process takes the facts, goals, assumptions, and then allows you to discover what is possible. The process is a visual discovery process.
What You Can Expect
At Hamilton Financial Planning, we pride ourselves on being:

Fiducially honest

Brutally Transparent

Refreshingly affordable
Retirement Planning in Austin and Houston Texas
What We Charge
As a fee-only wealth management firm, we never earn a commission. We never act as salespeople. And we’ll never hide how much our services are going to cost you.
Our Fees
- Wealth Management: We have NO minimum asset requirements, however, we do have a minimum quarterly fee of $500.


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.
Retirement Planning in Austin and Houston Texas
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