Social Security Analysis in Austin and Houston Texas

CERTIFIED FINANCIAL PLANNER ™ in Austin and Houston Texas

When should I take my Social Security? Will my Social Security be taxed? What is my best Social Security Strategy?

Social Security is a complex, ever-changing program designed decades ago for a Country with a shorter life span than today. Future changes might impact you and planning today for these changes could help you achieve your goals.

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What You Can Expect

At Hamilton Financial Planning, we pride ourselves on being:

Fiducially honest

We understand that money can be a sensitive topic. However, that doesn’t mean we’re going to sugarcoat things. At the end of the day, we are your trusted financial advisor; a job we take very seriously. The more direct and upfront we are with you, the better your outcome will be.

Brutally Transparent

There are no secrets when you work with us. From our fees to our history, we’ll provide you with all the information you need to entrust us with your finances. We encourage you to ask us whatever questions that come to mind so we can help alleviate your concerns.

Refreshingly affordable

As a fee-only firm, we have no hidden fees. Never try to up-sell. And get zero commission from the products and services we recommend to you. We value being a cost-effective alternative in the marketplace because we believe everyone deserves financial planning guidance.