Austin
Special Needs Financial Planning in Austin, TX
If you’re raising or caring for a family member with a disability, you already know that Austin doesn’t have a shortage of good intentions — it has a shortage of people who understand how Medicaid, SSI, ABLE accounts, and special needs trusts actually fit together. Hamilton Financial Planning is a disability financial planner in Austin built around exactly that intersection: financial planning, tax preparation, and investment management, all handled in-house by one advisor who specializes in special needs financial planning for Austin families. Learn more about Trent Hamilton HERE
Whether you’re just starting to think about a special needs trust, trying to figure out if your child qualifies for a Texas ABLE account, or looking for special needs tax preparation in Austin that won’t miss a disability-related credit or deduction, we can help.
Our Austin Office
Our Austin office is located in the historic Lakeway building at 1202 Lakeway Drive — a quieter, more residential setting than a typical downtown high-rise, which tends to suit the kind of conversations we have here.
Clients throughout the Lakeway, Bee Cave, West Lake Hills, and greater Austin area meet with us in person here, and we also work with families across the rest of the Austin metro — and across Texas — by video call. Plenty of our ongoing planning and tax work happens virtually once the relationship is established; the in-person option is there for the meetings where it helps to be in the same room.
Schedule a meeting at our Austin location HERE
Financial Planning, Tax Prep, and Investment Management — In One Place
Families searching for a financial planner for special needs in Austin are often juggling separate relationships with an estate attorney, a generalist CPA, and an investment advisor who may have never heard of a QDT or an ABLE account. We consolidate that into one advisor who understands SNTs, ABLE accounts, SSI/SSDI, Medicaid, and benefit-preservation planning as a matter of daily practice.
Depending on where you are, that might mean:
- A one-time or hourly financial plan focused on a specific decision
- Annual tax preparation that accounts for disability-related credits, trust filings, and benefit thresholds
- Ongoing investment management with comprehensive planning and tax prep included
We’ll help you figure out which of those fits before you commit to anything.
Learn more about our full services and pricing HERE
Schedule a Conversation
If you’re an Austin-area family trying to make sense of ABLE accounts, special needs trusts, Medicaid eligibility, or simply want a second opinion on a plan someone else put together, we’d like to hear from you. Meetings are available in person at our Lakeway office or virtually, whichever works better for your family.
Schedule a free consultation HERE
Prefer to reach out directly first? Send us a message HERE
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Locations
Hamilton Financial Planning Houston
Williams Tower, 2800 Post Oak Blvd, Suite 4100
Houston, TX 77056
Phone: 512-261-0707