Tax Planning in Austin and Houston Texas

CERTIFIED FINANCIAL PLANNER ™ in Austin and Houston Texas

What is your tax strategy?  Do you want to pay Uncle Sam your share or your share PLUS a tip?  You are in control and can manage your taxes, but you need to plan. 

We can help with strategies to manage your taxes to provide a higher net worth or lower overall tax.

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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.
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Investment Management

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Retirement Income

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Retirement Planning

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Tax Planning

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Risk Management

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Social Security Analysis

Tax 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.
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Sensible Fees

Financial Planing

Wealth Management

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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.

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Tax 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