Financial Planning Made Simple

HFP is a fiduciary financial planning, investment, and wealth management firm headquartered in Austin, TX with satellite offices in Houston, TX and Charleston, SC. and serving clients across the country. We remove the complexity, jargon, and stress associated with financial advising, 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.

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Our goal is to bring clients’ dreams into reality for generations to come.

Welcome to Hamilton Financial Planning

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.

Smart

Smart

Our processes, tools, and procedures are designed to be scalable and efficient.

Smart

Personal

We build strong one-on-one relationships that foster trusting long-term relationships.

Smart

Affordable

HFP is a fee-only, Fiduciary, Wealth Management firm that never charges commissions. Our pricing structure is transparent, affordable, and fair.

Smart

Transparent

Transparency is vital to trust. Our processes, procedures, and prices are clear and overt.

Services

Financial Planning

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 including sustainable investing. 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 and Wealth Management Plan.

Investment Management

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 from which you accrue sustainable wealth. Factored into your Investment Plan decisions are account investment safety, liquidity, and level of returns.

HFP offers full-service investment and wealth 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 financial plan updates.

We recommend Dimensional Fund Advisors (DFA) which are high-quality, moderately priced mutual funds. DFA focuses on academic analysis (not fads) to help you achieve your financial goals.

Mission
Our Mission

To help each of our clients achieve their financial dreams.

Our Affiliations

Dimensional Ameritrade CFP NAPFA FEE Wounded Warrior Project

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Face-to-Face Consultation TODAY!

If you’re unsure if you have enough saved to retire; when you can afford to retire, or how much more wealth you need to build in order to retire, we should talk. HFP is offering a no obligation 30 minute planning session designed to provide you with a high-level view of your financial forecast to answer these key questions.

Schedule a consultation TODAY!

to find out if HFP is a good fit for helping you meet your goals.