Join Caroline and Jason Hamilton, CFP, CRPC for an informative conversation on financial planning across the lifespan. We cover hot topics like retirement planning, social security, Medicare, and long term care insurance.
As a Certified Financial Plannerâ„¢ Jason brings the technical expertise, education, experience, and ethics requirements investors are looking for to help them achieve their goals, optimize their investments, and keep more of their income and investment returns.
Jason is the founder of Keep It Simple Financial Planning, a fee-only registered investment advisor, managing over $40 million in assets for his clients, and is the Head of Family Financial Coaching at his family’s nonprofit IDEAL, a community development corporation, located in East Los Angeles.
Fee Only Financial Planning Networks:
- National Association of Personal Financial Advisors (NAPFA): https://www.napfa.org/
- Garrett Planning Network: https://www.garrettplanningnetwork.com/
- XY Planning Network: https://www.xyplanningnetwork.com/
Connect with Jason:
- Your Retirement Coach Facebook Group: facebook.com/groups/yourretirementcoach
- Website: keepitsimplefinancial.com
- Email: info@keepitsimplefinancial.com
Connect with Caroline:
- Book your Summer Refresh!
- Website: https://carolinemorris.com
- Email: caroline@morrisclinic.com
