“Simplicity is the ultimate sophistication in personal finance. By decluttering your financial life and focusing on what truly matters, you unlock the power to reduce stress, gain clarity, and achieve your goals with greater ease. Just as a tidy home brings peace of mind, a streamlined portfolio and a clear financial plan can pave the way to a more confident and fulfilling future."
Meet Our Founder..
Meet Jason Hamilton, the catalyst of Keep It Simple Financial Planning. His commitment to clear, client-centric financial strategies has redefined what it means to achieve financial security and prosperity.
What are your financial goals?
“Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.” – Pablo Picasso
Financial goals don’t just happen by magic or without effort.
Retirement, financial independence, home purchases and more require planning.
That’s where we come in.
Your Financial Future, Simplified
Join a community where your ambitions are not just understood—they're actively nurtured. At Keep It Simple Financial Planning, we recognize that retirement is more than a pass/fail; it’s a continuous process. We provide a clear, personalized path to financial freedom, meticulously designed around your unique life goals.
In our approach, every step of your financial journey is treated with care and precision, reflecting our belief that planning for the future is about evolution and adaptation—not just reaching a set of financial milestones. Let us help you navigate the complexities of financial planning with a strategy that evolves with you, ensuring that every phase of your life is as rewarding as it is financially secure.
Keep It Simple Retirement Planning
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Receive guidance on all aspects of retirement, from healthcare and estate planning to long-term care and legacy goals.
Retirement Income Planning
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Develop a sustainable income stream that supports your desired lifestyle throughout retirement. Our approach is guided by the retirement income guardrails philosophy, which helps us create a dynamic and adaptable income plan. By setting upper and lower guardrails for your portfolio's value, we can make informed decisions about when to adjust your spending, helping to ensure that your retirement income remains stable and secure over the long term.
Our Investment Philosophy
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Benefit from our expertise in creating and managing diversified investment portfolios designed to grow and preserve your wealth.
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Recognized and Trusted