At Hamilton Financial Planning we remove the complexity, jargon, and stress associated with financial planning and investment management. We strongly believe in the concept of ‘keep-it-simple’. When done correctly, with proper research and agility, this approach usually outperforms complex and costly solutions.start now
At Hamilton Financial Planning (HFP) we understand the complexities of building a plan for financial management and investment and then ensuring it stays on track. We have crafted over 250 customized financial plans with specifications for retirement, college, long-term health care, insurance analysis, investment design, and management. Four simple words distinguish and set Hamilton Financial Planning apart from ‘the big guys’ and guarantee HFP clients have a life-long commitment from us.
Our processes, tools, and procedures are designed to be scalable and efficient.
We build strong one-on-one relationships that foster trusting long-term relationships.
You are never charged commissions. Our pricing structure is transparent, affordable, and fair.
Transparency is vital to trust. Our processes, procedures, and prices are clear and overt.
A Financial Plan is the comprehensive evaluation of an investor's current and future financial state based on current known variables to predict future cash flows, asset values and withdrawal plans. Starting points are current net worth, annual income, tax liabilities, asset allocation, retirement and estate plans.
We build and keep current a complex financial model for every HFP client. Your specific financial model is created in collaboration with you and is determined by what you want to achieve at various points in time. This real-time model enables us to test various scenarios for success prior to suggesting financial moves.
HFP comprehensively covers retirement, college planning, tax strategies, plus legal and insurance reviews with the ultimate aim of ensuring you achieve all your financial goals.
Your Financial Plan is the framework on which we develop your Investment Plan.
An Investment Plan determines the regular allocation and distribution of funds into the most opportune investment vehicles based on your future goals, time horizon, and priorities and is guided by your Financial Plan.
Investment Management is the subsequent day-to-day activity of portfolio management and trading of securities to achieve specific investment objectives. Factored into your Investment Plan decisions are account investment safety, liquidity, and level of returns.
HFP offers full-service investment management assistance to handle every aspect of your financial needs. It begins with opening your account, moves into rebalancing of your assets as needed, followed by reviews, regular reevaluations and performance discussions.
We recommend Dimensional Fund for Advisor (DFA) which are high-quality, moderately priced mutual funds. DFA focuses on academic analysis (not fads) to help you achieve your financial goals.
To help each of our clients achieve their financial dreams.