You're All Set for Your Retirement Coordination Strategy Call
Thanks for completing the intake form.
We look forward to speaking with you at your scheduled time. This conversation is designed to help you step back and look at how your investments, taxes, and retirement income strategy work together.
Our conversation will simply be a relaxed discussion about your retirement goals and the decisions you're facing. No preparation is required.
What to Expect During Our Call
During our conversation we will:
• Learn about your retirement goals and current situation
• Discuss the biggest financial decisions you're facing
• Explore how investments, taxes, and income planning interact
• Determine whether our planning approach may be helpful
This is simply a conversation — not a sales presentation.
If You Have Time Before Our Call
The two one-page visuals below provide a quick overview of how we help clients think about retirement planning.
These are both simple one-page visuals. Most people review them in about a minute.
Feel free to review them before our conversation.
One Question to Think About Before Our Call
What are the one or two financial decisions you're most unsure about as you approach retirement?
Many of the people we speak with are thinking about things like:
• When to claim Social Security
• How to withdraw from retirement accounts tax efficiently
• Whether their investments are positioned correctly for retirement
• How much they can safely spend
We'll talk through your situation together during the call.
Meet Your Advisor
Jason J. Hamilton, CFP®
Founder of Keep It Simple Financial Planning
Jason helps pre-retirees and retirees coordinate the key financial decisions that shape retirement — including investment strategy, tax planning, and retirement income.
Jason works primarily with individuals and couples who are within about 5–10 years of retirement or already retired.
We look forward to speaking with you soon.
If you need to reschedule or have questions before the call, feel free to reply to your confirmation email.