Houston
Special Needs Financial Planning in Houston, TX
If you’re raising or caring for a family member with a disability in Houston, you’ve probably already discovered that most financial advisors treat special needs planning as an afterthought. Hamilton Financial Planning takes the opposite approach. We’re a disability financial planner in Houston built specifically around families navigating Medicaid, SSI, special needs trusts, and ABLE accounts, with financial planning, tax preparation, and investment management all handled in-house by one advisor. Learn more about our advisors HERE
If you’re weighing whether a special needs trust makes sense, trying to determine ABLE account eligibility for a family member, or looking for special needs tax preparation in Houston that won’t overlook a disability-related credit or a trust filing requirement, we can help.
Our Houston Office
Our Houston office is in the Williams Tower, in the Uptown/Galleria area — a location that puts us within easy reach of families throughout Uptown, the Galleria, River Oaks, Memorial, and the greater Houston metro. It’s also a straightforward drive or transit ride for families coming in from further out, whether that’s Sugar Land, Katy, The Woodlands, or Clear Lake.
Special needs planning conversations tend to cover more ground than a typical financial planning meeting — guardianship, long-term care coordination, what happens to a sibling’s inheritance if a trust isn’t structured correctly. We built our process around giving those conversations the time they need, whether that happens in person at Williams Tower or over video call for families anywhere in the Houston area or across Texas. Send us a message HERE
Financial Planning, Tax Prep, and Investment Management — In One Place
Houston families searching for a financial planner for special needs in Houston are often stitching together separate relationships with an estate attorney, a generalist CPA, and an investment advisor who’s never worked with a QDT or ABLE account before. We fold that into a single advisor who works with SNTs, ABLE accounts, SSI/SSDI, Medicaid, and benefit-preservation planning as a matter of routine practice.
Depending on where your family is in the process, that might look like:
- A one-time or hourly financial plan built around 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 bundled in
We’ll help you figure out which fits before you commit to anything.
Learn more about our full services and pricing 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