Hi! My name is Jason J. Hamilton, CFP and I believe financial advice should be delivered with the clients interests put first at all times. What a crazy concept right? In the financial advice world, this is anything but normal. As a CERTIFIED FINANCIAL PLANNER, we can assist a wide variety of clients but typically work with clients searching for independent fee for service advice on tax and retirement planning.
I believe advice should be delivered independent of product sales and in clear, simple language clients can understand. This is why I founded Keep It Simple Financial Planning in 2015. We are a fee-only, fiduciary, registered investment advisor (RIA) based out of the City of Orange in Orange County, California but we do serve clients across the United States.
I believe advice should be delivered independent of product sales and in clear, simple language clients can understand. This is why I founded Keep It Simple Financial Planning in 2015. We are a fee-only, fiduciary, registered investment advisor (RIA) based out of the City of Orange in Orange County, California but we do serve clients across the United States.
Services
Monitoring the plan on an ongoing basis is essential in order to make necessary adjustments to reach your goals. One of the most valuable services that a financial planner can offer is to help the client ask the right questions. Your financial planner will use the answers to these questions to develop realistic planning recommendations to meet the stated goals.
We do not have asset minimums. We are a "fee-only" firm and that gives us flexibility to work with clients of all asset levels on a fee for service basis. We are a "fee-only" registered investment advisor. The way our clients typically pay for services is either a flat project or hourly fee or by a % of assets under management relationship.
Reviews (2)
Malia Rogers
Oct 30, 2020
Report
Jason is amazing at simplifying and explaining retirement concepts and strategies so normal people can understand them. He is a fiduciary, so legally obligated to do what's best for his clients, not what pays him the most. He is super knowledgeable, resourceful, a problem solver and will help you no matter what stage you are financially in life. Appreciate the free initial consultation and the amazing Facebook group he create as a resource to answer retirement questions!!
Lisa Emch
Oct 23, 2020
Report
Jason is great! I have been a saver my whole life and Jason convinced me with 95% certainty that I would not run out of money if I followed the retirement spending plan that we created. I had looked for an adviser like Jason and had just about given up hope of finding one that did not insist on managing my portfolio for an annual fee based on size of portfolio. Jason is creative and very good at explaining difficult financial concepts, he will personalize a plan according to to your particular needs and situation.
