Managing The Symphony

Simple+ Financial Planning and Wealth Management

Managing your finances in and near retirement can be overwhelming. You have multiple financial instruments you’re trying to get working together in harmony and the consequences of getting it wrong can be significant.

You may have numerous income streams, pre-tax accounts, post-tax accounts, and tax-free accounts. How do you optimize your income streams and investment accounts to create the most advantageous results and after-tax wealth based on your financial goals?

Our "Simple+" Financial Planning and Wealth Management service helps you conduct your perfect retirement symphony.

Proven Expertise

Transitioning into retirement is like opening night at the big show. You’ve prepared your whole life for this. Benefit from our extensive market knowledge and wealth management expertise to help you achieve your most important goals and leave a lasting legacy. We’re committed to providing you with insights and advice that help secure your financial future.

Simple+ Financial Planning and Wealth Management is an ongoing, comprehensive engagement designed for clients who want a dedicated CERTIFIED FINANCIAL PLANNER™ professional. You will work directly with our founder, Jason J. Hamilton, CFP®, who will guide you through the implementation and continuous monitoring of your financial plan.

This service is ideal for clients who are transitioning into retirement in 5 years or less or are in retirement and value the peace of mind that comes with having a trusted financial expert help manage their wealth and optimize their financial situation throughout retirement.

Near retirement, we’re trying to land the plane safely and in retirement, you want your money to last.

By enrolling in our Simple+ Wealth Management service, you can enjoy the confidence that comes with knowing your financial future is in capable hands, allowing you to focus on what matters most - enjoying your retirement years to the fullest.

Secure Your Legacy

You’ve been diligent over decades. Now it’s time to make your wealth last. It’s time to work with a fiduciary CFP® professional that can help you grow, protect, and enjoy the legacy you have created.

Key features of the Simple+ service include:

  • We will regularly review and update your financial plan to ensure it remains aligned with your goals and adapts to changes in your life or market conditions.

  • Our proprietary Guardrails income maximization process helps you optimize your retirement spending, ensuring you make the most of your hard-earned wealth.

  • We will implement a personalized investment strategy designed to target higher expected returns while managing risk.

  • Our team will employ advanced tax optimization strategies to maximize your after-tax wealth for both current and future spending.

  • You will have direct access to our founder, Jason J. Hamilton, a CERTIFIED FINANCIAL PLANNER™ professional who will serve as your trusted financial guide throughout retirement, providing expert advice and support whenever you need it.

  • At Keep It Simple Financial Planning, we do not accept commissions, kick backs, or hidden fees from anyone. Our only fees come directly from our clients through a simple, transparent fee schedule.

    Firm Assets Under Management Fee:

    First $0 - $1,000,000 = 1%

    Next $1,000,001 - $5,000,000 = .80%

    Next $5,000,001+ = .50%

    Our minimum annual fee is $8,000/year or $800,000 of assets under management, unless an exception is made.

    Request exception.

  • Learn more about our onboarding process here.

  • Learn more about our Simple+ Financial Planning and Wealth Management service here.