Keep It Simple Financial Planning - Orange (CA)

5 /5 Dori Dori: If you are looking to get your financial life in order and get advice on the world of investing then you must schedule a meeting with Jason. He is incredibly knowledgeable and knows what he is doing. Jason is very kind and makes the whole experience very comfortable and fun. My financial situation has changed since I started following what was taught. I am so grateful and happy to have made the decision to get some advice. Schedule an appointment I highly recommend him!

5 /5 Mitch Butler: We have been working with Jason for several years now - starting before retirement and now that we are fully retired. He has been a tremendous help to us in our financial education, planning, and execution. We are in a great position now, and feel that our retirement finances are in very good shape for our later golden years. His fees are well worth the knowledge, investment advice, and peace of mind that we now have. I cant recommend him enough! DO NOT try to navigate todays convoluted worlds of financial planning, taxes, and retirement without someone of his caliber to guide you. He has saved us from many mistakes and less-that-adequate investment decisions.

5 /5 Bert Rodriguez: I have been using Jason Hamilton from Keep it Simple Planning as my Financial Advisor for the last three years. I am impressed with his knowledge and attention to detail. He does an outstanding job managing my investments. Like his firm is named, he keeps it simple to make it easy to understand. He provides outstanding tools for tracking your investments. I highly recommend him. He offers a complimentary meeting to get you started.

5 /5 Yessenia Molina: Jason, is amazing at simplifying and helping me understand the importance of saving and planning for my retirement. In our first session he sat down with me and taught me how the stock market works and various concepts within the retirement planning process. He then showed me what can be possible if I start saving and investing now while I am still young. After having spent time teaching me the various retirement concepts and answering my questions. He helped me create a savings plan that is right for me. I am so grateful that I met with him. Thank you!

5 /5 Lisa Emch: Jason is great! I have been a saver my whole life and Jason convinced me with 95% certainty that I would not run out of money if I followed the retirement spending plan that we created. I had looked for an adviser like Jason and had just about given up hope of finding one that did not insist on managing my portfolio for an annual fee based on size of portfolio. Jason is creative and very good at explaining difficult financial concepts, he will personalize a plan according to to your particular needs and situation.