Hamilton Financial Planning, LLC

Hamilton Financial Planning, LLC is a Financial Planner in Lebanon, TN. The firm specializes in wealth management and retirement planning, offering services designed to help clients achieve financial freedom and maintain their lifestyles.

The firm provides two distinct service models to meet varying client needs: hourly financial planning and wealth management. The hourly model offers flexibility for investors focused on time-specific goals, such as cash flow, education, estate, and tax planning, without long-term contracts or asset minimums. The wealth management service provides a more hands-on approach through ongoing engagement, investment management, and comprehensive financial planning. As a fee-only, independent fiduciary, the firm emphasizes transparent pricing and a collaborative process that involves quantifying goals, defining facts through net worth statements, and building financial models.

Hamilton Financial Planning, LLC is known for its commitment to integrity, empathy, and personalized care. The firm's expertise is backed by a Certified Financial Planner who brings 25 years of experience in managing money and has personally completed over 250 plans. With a background that includes an MBA in International Finance and experience working with Fortune 500 companies, the firm provides professional guidance through a transparent, no-commission, and no-sales approach.

The firm provides professional financial planning and wealth management services to the Lebanon community.