Disclosure

Hamilton Financial Planning, LLC, operates in a clear, transparent manner. All fees are clearly disclosed, privacy is an absolute, and compliance disclosure is required.

Disclosure

Investment advisory services are offered through Hamilton Financial Planning, LLC, a registered investment advisor. This site is published for residents of the United States only. Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Scott Hamilton at 512-261-0808. Hamilton Financial Planning does not offer legal or tax advice. Please consult the appropriate professionals regarding your individual circumstances. Neither Asset Allocation nor Diversification guarantees a profit or protect against a loss in a declining market. They are methods used to help manage investment risk. © 2018. Hamilton Financial Planning, LLC. All Rights Reserved.

Privacy Policy

In the course of providing financial planning services, we collect nonpublic personal information. This information is used only to allow us to provide you with the highest level of personal service. We do not sell your personal information to anyone. We do not disclose personal information to third parties, unless

  • You have requested that we share this information with one of your other professional advisors, e.g., attorney, accountant, or
  • We believe in good faith that the disclosure is required or permitted under law, e.g., to cooperate with regulators.

We protect the confidentiality and security of your personal information

  • We restrict employee access to personal information for business purposes only. All employees are trained and required to safeguard such information.
  • We maintain physical, electronic and procedural safeguards to guard your personal information.


Disclosure links

Registration and Brochure Supplement for Hamilton Financial Planning, LLC, and Scott P. Hamilton
Privacy Policy

Copyright Notice

All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner.

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