Our Services & Fees
How Our Services Fit Together
Most clients begin with a focused planning engagement designed to coordinate retirement decisions and establish clear next steps. From there, some continue with ongoing coordination and wealth management, while others use the engagement to guide future decisions.
Our services are designed to bring clarity and coordination to retirement decisions. Guided by the Retirement Coordination Framework™, we focus on helping clients align spending, income sources, and tax planning so decisions work together—rather than in isolation.
Below is an overview of our primary services and how we charge.
Jump To A Service
Retirement Coordination Engagement™
A focused planning engagement designed to bring clarity and coordination to retirement decisions. Using the Retirement Coordination Framework™, this engagement helps align spending, income sources, and tax planning so you understand your options, tradeoffs, and next steps before moving forward.
What this engagement includes:
Coordination of retirement spending strategy
Analysis of income sources and withdrawal sequencing
Integrated tax planning considerations
Scenario analysis and decision tradeoffs
Clear guidance on next steps and timing
Who this is for:
Best for individuals and couples approaching or in retirement who want clarity before making high-impact decisions.
Fee:
One-time fee: $7,500
If a client chooses to transition to Simple+ Wealth Management within six months of completing the Retirement Coordination Engagement™, a portion of the engagement fee may be credited toward first-year ongoing planning fees.
Simple+ Wealth Management
What’s included:
Ongoing coordination of spending, income, and tax decisions
Investment management aligned with retirement objectives
Regular planning meetings and proactive guidance
Adjustments as life changes, markets shift, and tax rules evolve
Access to planning tools and consolidated reporting
Who this is for:
Best for clients who value ongoing guidance and proactive coordination throughout retirement.
Fees:
Simple+ Wealth Management is an assets-under-management (AUM) service. Fees are calculated as a percentage of assets we manage on your behalf, with a minimum annual fee of $12,000.
The exact fee depends on factors such as asset level, complexity, and scope of services, and is reviewed clearly before moving forward.
Ongoing retirement planning and wealth management for clients who want continued coordination as decisions are implemented and refined over time. This relationship builds on the foundation established during the Retirement Coordination Engagement™.
What’s Included
Portfolio construction aligned with retirement income goals
Tax-aware investment management and asset location
Ongoing monitoring and disciplined rebalancing
Coordination with withdrawal strategy and cash-flow needs
Portfolio adjustments as goals, tax rules, or circumstances change
Who This Is For
Investment management focuses primarily on portfolio oversight. Clients who want ongoing guidance around retirement spending, income sequencing, and tax coordination are better served through Simple+ Wealth Management.
Fees:
Investment management fees are calculated as a percentage of assets managed, with a minimum annual fee of $2,400.
Investment Management
Our investment management services are designed to support your broader retirement plan — not operate independently of it. Portfolios are managed with an emphasis on consistency, tax awareness, and alignment with your spending and income needs in retirement.
Retirement Plan Services
We work with business owners and employers to design and support retirement plans that are practical, cost-effective, and aligned with both business goals and employee needs.
What We Support
401(k) plans for small and mid-sized businesses
Solo 401(k) plans for self-employed individuals
SEP IRA plans for self-employed individuals
Scope of Services
Our role focuses on plan design, investment guidance, and ongoing support. We help employers understand their options, make informed decisions, and maintain plans that evolve as their business grows.
Who This Is For
Best for self-employed individuals and business owners who want a retirement plan that balances simplicity, flexibility, and long-term effectiveness.
Seminars and Speaking Engagements
Jason J. Hamilton, CFP® offers educational seminars and speaking engagements focused on retirement planning, tax-planning, and general financial education. These sessions are designed to inform and educate — not promote specific products or strategies.
Presentations can be tailored for schools, organizations, employee groups, or professional audiences and emphasize practical guidance over technical complexity.
Topics Commonly Covered
Retirement planning and retirement income planning
Tax considerations in retirement
Social Security and retirement coordination
Financial planning for business owners
General financial knowledge for teens and college students.
Questions About Our Services or Fees?
If you’d like help determining which service fits your situation best, the next step is a conversation.