CERTIFIED FINANCIAL PLANNER ™ in Austin and Houston Texas

THE 6 HIDDEN TAX SAVING OPPORTUNITIES

THE 6 HIDDEN TAX SAVING OPPORTUNITIES

I can help you make the most of your tax opportunities under the new rules

I’m a wealth manager who helps clients use the new tax rules to uncover opportunities, identify risks, and keep more of their money working for them. I also help my clients plan for future taxes and create a retirement income plan to help minimize the taxes they will pay.

If you are currently working with a financial professional, are they looking at your tax return?

Everyone’s situation is different, and today’s tax and retirement environment are extremely complex. You have a limited window of opportunity to use the new tax laws to radically improve your tax picture now and for the future.

I use sophisticated financial modeling software to show you exactly how your overall picture is affected by the new tax rules.

I can also help project your future income and the taxes you’ll owe to find opportunities to potentially maximize your tax savings now and permanently reduce the taxes you pay in the future.

I’d like to offer you a free tax reduction opportunity review where we’ll review your taxes and current financial strategies to find opportunities for tax savings.

 

THE 6 HIDDEN TAX SAVING OPPORTUNITIES

Schedule your free 30-minute Phone Call 

t

Which financial questions do you have?

v

What are your concerns or goals when it comes to investing?

What worries you about your financial future?

How To Prepare For Our Call

You don’t need to do anything to prepare for the meeting, and there’s no cost or commitment for the call. It may be helpful to collect your financial questions so we can review them together. Use the link below to schedule your call online now!

Founder and Financial Advisor

Scott Hamilton Financial Advisor Austin Tx

Scott Hamilton, CFP®

Founder & Chief Financial Officer

With over two decades of financial management experience, I’ve worked at innovative startups, as well as Fortune 500 companies such as Exxon and Dell, where I worked as a senior principal consultant and product manager. I am licensed to do business in Texas, Louisiana, Florida and South Carolina and have a master’s degree in international finance from Pepperdine University.

A native Texan, my experience ranges from working in the oil, gas and technology fields to managing people’s assets for over 20 years — designing more than 250 financial plans throughout my career. Decoding the many intricacies involved in the financial modeling and investment management process is what I do best: providing my clients with the tools and insight they need to achieve their financial goals.