Keep It Simple Financial Planning
Keep It Simple Financial Planning offers straightforward financial planning services designed to help clients achieve their financial goals with clarity and confidence.
Simple Financial Planning
An annual strategic review to keep your retirement plan on track, adapting to life's changes with a straightforward roadmap.Clarity That Lasts
Essential tax planning to minimize your RMDs and coordinate withdrawals, keeping more money in your pocket.Tax Savings You Can Count On
Foundational risk management to shield your portfolio from market dips and unexpected costs, with emergency liquidity built in.Peace of Mind
A personalized investment portfolio built with low-cost, ETFs and/or mutual funds, diversified and rebalanced to grow your wealth without stress.Steady, Smart Growth
Simple spending guardrails to ensure your savings provide steady income throughout retirement.Income You Can Trust
Who It's For: Clients who want a solid, no-fuss retirement plan that covers the essentials and lets them sleep easy.
Why It's Simple: One meeting a year, one core portfolio, one clear income plan—everything you need, nothing you don't.
Fees: No asset minimum. .80% AUM fee with a minimum fee of $4,000/year.
*Other fees may apply
Simple+ (Simple Plus) Wealth Management
Simple+ Wealth Management is our premium service designed for clients seeking ongoing, personalized financial guidance. With Simple+ Wealth Management, you'll receive the expert support to simplify your financial life and achieve your objectives.
A comprehensive financial plan customized to your unique financial situation. Learn more about our F.O.R.T.R.E.S.S. plan. F.O.R.T.R.E.S.S. Financial Plan
Account Aggregation
See your whole financial picture in one place.Comprehensive tax strategies—Roth conversions, bracket management, asset location strategy, account contribution strategy, charitable giving, and more—to reduce your tax bill and boost after-tax income.Advanced Tax Planning
Open-door access to our team for questions, updates, or reassurance whenever you need it.Always-There Support
Quarterly or bi-annual strategic reviews to fine-tune your plan as life and markets shift, ensuring you're always ahead of the curve.Proactive Precision
If desired, this service includes basic estate planning services.Estate Planning
Enhanced spending guardrails plus Social Security optimization, pension/annuity integration, and custom retirement income plan for a flexible, lasting income stream.Income That Adapts
Robust risk management covering longevity, healthcare costs, market volatility, so your retirement thrives over a lifetime.Advanced Protection
A tailored investment portfolio with advanced options (like alternatives, digital assets, and factor investing), dynamically rebalanced for growth, income, and legacy goals.Optimized Wealth Building
AUM fee: .80% with no additional AUM fees for clients with $5 million or more assets under management. Our minimum fee for this service is $10,000/year. *Other fees may applyFees:
Simple+ Client Profile
Generally, high net worth clients with $1,250,000 million or more in assets under management (Or incomes above $150,000/year) who want a hands-on, optimized plan that evolves with them and leaves nothing to chance. Who It's For
More frequent check-ins, deeper customization, and premium support—still streamlined, but with all the bells and whistles for maximum impact.Why It's Simple Plus
Hourly Fee and Subscription Services
Financial Planning fee is an hourly rate depending on complexity. Hourly services are offered in "packages" depending on the scope of project. *Hourly services are offered on a limited basis and may not always be available. Example packages:
1 hour: $500
3 hours: $1200 (save $300)
5 hours: $1,500 (save $1,000)
Keep It Simple Financial Planning Hourly Fee
This service involves access to professional financial planning technology not available to the public at a deeply discounted rate to help subscribers manage their finances on an ongoing basis. By paying a monthly subscription fee, subscribers get continuous access to select software programs and/or educational content. All technology/educational subscriptions include the ability to upgrade to financial advisor-assisted financial planning and investment advisory services.Simply Technology and Education Subscriptions
Seminars and Speaking Engagements
Jason J. Hamilton, CFP® currently offers seminars and does speaking engagements. Seminars are offered to organizations and the public on a variety of financial topics.Retirement Plan Services
Our 401(k) services help businesses establish and manage retirement plans for their employees. We provide guidance on plan design, investment options, and compliance, ensuring your company offers a competitive and well-run retirement benefit.Company 401(k) Services
Solo 401(k) and SEP IRA’s for the Self-Employed
We offer Solo 401(k) and SEP IRA services tailored to the needs of self-employed individuals and small business owners. Our experts will help you choose the right plan, maximize your contributions, and invest wisely to secure your financial future.