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Name
Jason J. Hamilton, CFP®
Title
Founder & Retirement Coordination Advisor, Keep It Simple Financial Planning
Bio
Jason J. Hamilton is the founder of Keep It Simple Financial Planning. He works with individuals and couples approaching retirement to help them navigate the complex decisions that arise when savings turn into income. Jason’s approach centers on clarity and coordination. Rather than treating retirement as an investment problem, he helps clients align spending, income sources, and tax planning so decisions work together and tradeoffs are clearly understood. As a CERTIFIED FINANCIAL PLANNER® professional, Jason believes retirement success is less about optimization and more about making thoughtful, well-coordinated decisions at the moments that matter most. His role is to guide clients through those decisions with clarity, patience, and practical insight.
