You Need More Than a Generic Financial Plan

Caring for a family member with special needs comes with questions most advisors never had to answer.

Special needs trusts. ABLE accounts. Government benefit eligibility. Guardianship costs. Long-term care planning.

Hamilton Financial Planning was built around these questions.

We bring tax preparation, financial planning, and investment management together under one roof so your family gets a coordinated strategy.

Let’s build a plan that brings your family clarity, confidence, and security.

Firm Description

Our Mission

Our mission is to serve as many special needs families we can. Through financial plans, education, support, or connection.

We want every special needs family we work with to have the confidence and the relief that they are in good hands.

We want to lift the stress of finances off the shoulders of caregivers and let you focus on the things you love. 

Hours

Cost