Tim Hamilton
- CFP®
- MBA
Financial Families
Carroll, OH
Contact Tim
Tim can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Tax Optimization
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Insurance Planning
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College Planning
Tim specializes in
- Technology Professional/Engineer
- Corporate Officer
- College Professor
- Government Employee
- Couples
Expertise
- Investment Analysis and Planning
- SRI or ERI
- Portfolio Management
- Portfolio Guidance
- Retirement Planning
- Social Security Planning
- Benefits and Compensation Planning for Employees
- Equity Stock and Options Planning for Employees
- Tax Efficient Withdrawal Planning
- Tax Optimization
- Tax Preperation
- Insurance and Risk Management
- Self Employed Health Insurance Planning
- Medicare Insurance Planning
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Budgeting
- Debt Management
- Student Loan Repayment
- Saving and Investing for College
- College Search Scholarship and Funding Planning
- Late Stage College Funding and Planning
- Financial Behavior and Wellness Education
- Life Event Planning
- Windfall Planning
- Business Finance Planning
- Intergenerational Planning
- Tax Preparation
Pricing
Financial planning and investment management services are provided for a fully transparent and straightforward annual retainer fee.
If you are, or become, a millionaire, the annual fee is $3,000. If you are not a millionaire, the fee is $2,000. The best way to understand the extent of the service is to experience it firsthand, so the service has been designed without contract periods. Your family can end the relationship at any time. The retainer is prorated daily. There are no strings attached.
About
Prior to founding FinancialFamilies, in 2014, Tim Hamilton rose to the Managing Director level, through eight years with two boutique wealth management firms. Three additional years with a Fortune 100 financial services corporation, based in Central Ohio, broadened industry exposure.
As a Certified Financial Planner (CFP®) and member of the National Association of Personal Financial Advisors (NAPFA), with a Master of Business Administration (MBA) Degree from The Ohio State University Fisher College of Business and a Bachelor’s Degree in Biochemistry from Denison University, Tim established FinancialFamilies with a desire to provide fiduciary, fee-only financial advice to loving households.
When Tim is not in the office, he enjoys spending time with his own college-bound family, pursuing travel, golf, history, and basic leisure together. From his family to yours, he wishes you much success each passing day.
Next StepsFinancialFamilies offers a no-obligation welcome call for potential new client families. Find a time that works for you.
Learn more about FinancialFamilies.
- Services: Financial Planning, Investment Management, Tax Analysis
- Ideal Client: A loving family ready to bring success home from their lifetime’s worth of work!
- Location: Carroll, Ohio (central Ohio)
- Website, info@financialfamilies.com, (614) 406-7141