Retirement Should Feel Simple. Let's Make It That Way.
You've spent decades building your wealth. Now you need a clear plan to protect it, grow it, and know exactly how much you can spend—without the stress of figuring it all out alone.
Wealth Management Designed for You
We believe financial planning should be simple, actionable, and built for real people—not just spreadsheets. Whether you're just starting out or managing significant wealth, we're here to help you create a plan that works for your life.
If You're Asking These Questions, You're in the Right Place
You've worked hard to get here. But as retirement approaches—or now that you're in it—the questions start piling up:
Am I going to pay too much in taxes on my IRA withdrawals?
How do I know if I'm spending too much—or not enjoying my money enough?
What's the right way to draw down my accounts so I don't run out?
Is my investment mix still right for this stage of life?
These aren't simple questions. But the answers don't have to be complicated.
Financial Guidance With the Heart of a Teacher
Simplified Financial Planning
We specialize in helping retirees and pre-retirees with significant savings navigate the transition into retirement with confidence. That means tax-smart withdrawal strategies, investment management built for your stage of life, and a plan that actually makes sense to you.
Personalized to Your Unique Journey
At Keep It Simple Financial Planning, we believe even the most complex financial situations can be understood clearly—when you have the right guide.
Navigate Your Retirement with Confidence
We're a fee-only fiduciary. No commissions. No product sales. Just advice that's 100% in your corner.
Simplicity Isn't About Doing Less. It's About Clarity.
Simplicity Isn't About Doing Less. It's About Clarity.
When your finances are simple, you gain:
Mental clarity – No more decision fatigue or second-guessing yourself.
Less stress – A streamlined plan means fewer things to worry about.
More control – You understand exactly where you stand and why.
Time for what matters – Less time managing money, more time living your life.
Resilience – A simple foundation weathers storms better than a complicated one.
Our job is to translate the complex into the clear—so you can make confident decisions and enjoy the retirement you've earned.
“Simplicity is the ultimate sophistication in personal finance.”
-Jason J, Hamilton, CFP®
Founder, Keep It Simple Financial Planning
What Makes Us Unique
We combine the principles of flow science with wealth management to help you achieve clarity, confidence, and control over your financial future. By aligning the principles of peak performance with proven financial strategies, we empower you to become a powerful wealth manager in your own right.
Let’s Build Momentum
With personalized strategies and a focus on what matters most to you, we’ll help you simplify your finances, grow your wealth, and achieve lasting peace of mind.
Recognized and Trusted
Our insights and expertise are lauded nationwide—see how Keep It Simple Financial Planning is making waves in the financial world.
Start your journey with a team that's as invested in your success as you are. Let's make your financial dreams a reality.
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