wiseradvisor


Tim Hamilton, MBA, CFP®
FinancialFamilies

Tel: 614-406-7141
2828 Carroll-Southern Road NW
Carroll, OH 43112
FinancialFamilies | Financial Advisor in Carroll ,OH

Bring Success Home



About Tim Hamilton

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, primarily of Central Ohio.

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.


About FinancialFamilies

With a focus on serving loving families and empty-nesters, FinancialFamilies is well positioned to deliver the first-class, fee-only financial planning services that parents, of all ages, should expect from a NAPFA member fiduciary. FinancialFamilies would be honored to help your family bring success home!

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General Information

Firm Start Year:   2014
No.of Employees:   1
Name of Custodial Firm:   Pershing
Number of Years with Current Firm:   7
Work Experience:   01/2014 - Present, Founder, FinancialFamilies
11/2010 - 01/2014, Managing Director, Shore Morgan Young Wealth Strategies
08/2006 - 11/2009, Compliance, Specialist, Nationwide Insurance
06/2001 - 08/2006, Staff Financial Advisor, Summit Financial
Work with the following types of clients:   Individual Investors
Advisory Services Provided:   Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Investment Advice & Management, Estate Planning & Trusts

Services

Investment Types:   Exchange Traded Funds (ETFs), Bonds, Stocks, Mutual Funds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Office, Via Phone, Our Office, Your Home, Our Offices, Video Conference, Via Email

Firm Information

Advisor's Number of Clients:   <50

Compensation and Fees

Fee Structure:   Fee-Only
Compensation Methods:   Flat Fee
Additional Details on Charges:   FinancialFamilies charges an annual retainer. Financial planning and investment management services are provided for a fully transparent annual fee of $2,400 or $3,600, depending, entirely, on whether or not you are a millionaire!

Education

Bachelor - Biochemistry  Denison University - Granville, Ohio
08/08/1996-05/15/2000
Masters Business Administration (MBA)  The Ohio State University - Columbus, Ohio
08/24/2004-05/15/2006

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Financial Services

Financial Planning for Individuals

FinancialFamilies offers fee-only fiduciary financial planning services on a range of financial topics from investments to retirement planning. As a fiduciary, FinancialFamilies must put client interests above all else. As a fee-only fiduciary, FinancialFamilies charges strictly for advice. There are no commissions based on any financial products or any other sources of revenue. (Many advisors who charge commissions call themselves "fee-based", but it's not the same thing as "fee-only".) Membership in the National Association of Personal Financial Advisors (NAPFA) confirms a commitment to fiduciary fee-only financial planning. FinancialFamilies takes great pride in showing loving families how to utilize the successes of their labors to bring success home.

Portfolio Management

Investment portfolios should be customized to your family. Your financial situation is much different than your neighbors'. You have different goals, tax situations, combination of investment accounts, investment asset values, net worths, feelings about risks and rewards, and may be different ages. In light of this reality, the following points outline the investment management framework at FinancialFamilies...
- Stocks can both propel financial achievement and exhibit volatility.
- When stocks have struggled, treasury securities have held up better than the broad bond market and other asset classes.
- Taxes have a material impact on investment returns and vary with investment options and account types.
- Effective volatility and tax management help to schedule well-thought-out financial goals.
- Financial goals are generally an indication that your family invests in order to spend someday.
- A retainer fee structure best supports a fiduciary duty aligned with your family's intentions.

Retirement Planning

Are you on track? For what? Are your retirement resources well-planned or simply a matter of wishful thinking? Is it time to clarify your answers with a fiduciary financial planner?

401K Rollovers

FinancialFamilies is well positioned to help you with your roll over needs, as jobs change and retirement becomes a reality!

Annuities

If your family desires, or already owns, an annuity, FinancialFamilies can help you identify a low cost option for purchase or improvement.

Estate Planning & Trusts

There are often many estate planning details to get right and those details change over time. Are you keeping up? While a fiduciary financial planner does not draft legal documents, they certainly do keep families organized, aligned to their own interests, and up to date. Chances are remarkably good that you are kidding yourself about the status of your current estate plan. Is it time for a financial planner to help ensure the wealth you worked so hard to build continues to bring success home for those you cherish?

Tax Advice and Services

A fiduciary financial planner can often identify more than one way to achieve a financial goal. Choosing wisely among the available options requires a keen understanding of the tax ramifications. It is common for long-term and single-activity tax ramifications to vary by thousands of dollars among otherwise comparable options.

Wealth Management

Life happens! Along the way, client families make choices. Should I take that new job? Is it time to downsize or up-size the home? Refinance? Buy or lease? What should we do with those employee stock options? New business? Pension elections? How much should we save? When can we achieve our financial goals? Is this the right approach? Are we spending too much? Whatever life throws at you, be ready every step of the way, through a fiduciary approach to financial planning.

Insurance Planning

As a fiduciary, FinancialFamilies does NOT sell insurance products. You will get the straight answer on what you should be doing with your insurance dollars! Adequate coverage is critical for solid financial footing. Excessive coverage is not.


Faqs

Do you have a customer satisfaction or refund policy?

The best way to understand the extent of the service is to experience it firsthand. Therefore, the service has been designed without contract periods. Your family can end the relationship at any time. There are no strings attached.

Why should I choose you as my financial advisor?

Transparent pricing. Thorough fiduciary services. Frequent contact. Professionalism. Competency. Independent ownership, free from pressure to sell product through financial institutions. Integrity. Because your loving family deserves a loving family!

What are your qualifications? What is your education background?

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, primarily of Central Ohio.

How are you compensated? How will I pay for your services?

Financial planning and investment management services are provided for a fully transparent annual fee of $2,400 or $3,600, depending, entirely, on whether or not you are a millionaire!

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Yes, FinancialFamilies offers nondiscretionary investment management, which is an industry way of answering yes.

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Disclaimer

FinancialFamilies, LLC ("FinancialFamilies") is a registered investment adviser offering advisory services in the State of Ohio and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FinancialFamilies in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of FinancialFamilies, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Compliance

Registered Investment Advisor:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Communities Served

Throughout Ohio.

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