In my 20+ years as a financial advisor, I’ve personally created over 250 financial plans. In this webinar, I’m pulling back the curtain to show you my process for creating a comprehensive financial plan.
You have dreams you hope to accomplish in your lifetime—traveling the world, getting out of debt, living out a happy retirement, and more. A solid financial plan is the secret to turning those dreams into reality.
In this webinar, we’ll answer these questions:
- What is a financial plan and why does it matter?
- Can you accomplish your financial goals without one?
- How do you build a solid financial plan?
- What should you do if you don’t have the time or expertise to do it yourself?
About Scott Hamilton
Scott Hamilton is founder and chief financial officer at Hamilton Financial Planning, a wealth management firm that specializes in providing comprehensive financial planning for retirees in Dallas, Houston, and Austin, Texas. With over 20 years of experience in the financial industry, and having completed over 250 financial plans for retirees across all industries, but mostly the oil and gas industry, Scott is passionate about providing his clients with the tools and insight they need to achieve their financial goals. He has a Bachelor of Business Administration in finance from Texas State University and an MBA in international finance from Pepperdine University. Scott has also been happily married to his wife, Gayle, for over 25 years. To learn more about Scott, connect with him on LinkedIn.