Retirement Should Feel Simple. Let's Make It That Way.

Retirement planning can feel overwhelming… but it doesn’t have to be. We help you coordinate the decisions that matter most — so you can spend confidently, minimize taxes, and enjoy your retirement.

Who We’re Here to Help

We work with individuals and couples who are approaching retirement or already retired and want clarity around how to turn savings into sustainable income.

If you’re navigating questions about spending, taxes, and making confident decisions throughout retirement, you’re in the right place.

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If You're Asking These Questions, You're in the Right Place

You've worked hard to get here. But as retirement approaches—or now that you're in it—the questions start piling up:

Am I going to pay too much in taxes on my IRA withdrawals?

How do I know if I'm spending too much—or not enjoying my money enough?

What's the right way to draw down my accounts so I don't run out?

Is my investment mix still right for this stage of life?

These aren't simple questions. But the answers don't have to be complicated.

Our Philosophy

Accumulating money is forgiving. Retirement requires more precision — that’s where coordination becomes important.

While you’re working, time can smooth out many financial missteps. In retirement, decisions around spending, income, and taxes need to work together. Our role is to help bring clarity and coordination to those decisions.

How We Help

Financial Guidance With the Heart of a Teacher

Simplify Financial Planning

Retirement planning doesn’t need to be complicated to be effective. We help simplify the decisions you’re facing by focusing on what matters most and coordinating the moving parts, so you’re not trying to manage everything on your own.

Personalized to Your Situation

Your retirement plan should reflect your goals, values, and circumstances — not a generic model. We take the time to understand your situation and tailor guidance around your spending needs, income sources, and tax considerations.

Navigate Retirement with Confidence

Confidence comes from clarity. By helping you understand your options and how decisions work together over time, we support thoughtful, informed choices as you transition into and live through retirement.

Meet Jason, Your Guide →

Simplicity Isn't About Doing Less. It's About Clarity.

When your finances are simple, you gain:

Mental clarity – No more decision fatigue or second-guessing yourself.

Less stress – A streamlined plan means fewer things to worry about.

More control – You understand exactly where you stand and why.

Time for what matters – Less time managing money, more time living your life.

Resilience – A simple foundation weathers storms better than a complicated one.

Our job is to translate the complex into the clear—so you can make confident decisions and enjoy the retirement you've earned.

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“Simplicity is the ultimate sophistication in personal finance.”

-Jason J, Hamilton, CFP®

Founder, Keep It Simple Financial Planning

What Sets Us Apart

We don’t treat investments, taxes, and income planning as separate conversations. Our guidance is designed to coordinate these decisions so they work together — both today and as your situation changes over time.

What Happens Next

Retirement planning doesn’t have to feel overwhelming. The first step is a conversation — one focused on understanding your situation, answering your questions, and determining whether we’re the right fit to work together.

If our approach resonates with you, we’ll outline next steps and what working together could look like. No pressure, no obligation.

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