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.

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

Hamilton Financial Planning 

Trent Hamilton is a fee-only financial planner, Enrolled Agent, and fiduciary at Hamilton Financial Planning, an independent Registered Investment Advisor serving families with special needs across Austin and Houston, Texas. He specializes in financial planning, tax preparation, and investment management for families navigating special needs - with all three services handled in-house rather than referred out to separate specialists.

Trent works one-on-one with every client and offers a free initial consultation, along with flexible engagement options ranging from hourly and flat-fee one-time financial plans, to standalone tax preparation, to ongoing investment management that bundles all three services together. As a fee-only fiduciary, he has no commissions or product sales influencing his recommendations.

Hours

Cost