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Retirement Tax Advisory Group

Hampton Scurlock
128 East Third Street
Lexington, KY 40508
phone: (859) 233-1083
fax: (000) -
email:
Manager Overview
Retirement Tax Advisory Group is an independent firm in Lexington, KY. They work to improve the bottom line for their clients by coordinating investment and tax planning. This is a unique benefit that many firms are not able to offer.
Experience & Disclosure
Firm CRD Number: 145285
Work Experience: Hampton entered the industry in 1998. He has won several awards in the 11 plus years in business. He has been independent since 2001.
Academic Background: Transylvania University, BA 1999 Financial Advisors College, Chaska, MN 1999 Boston University, Financial Planning Certificate 2006
Services
Types of Investments: Virtually all types of investments are available depending on the clients situation and goals. All mutual funds, if used, are no-load. We do not accept investment commissions. Call 859-233-1083 or e-mail hampton@retirementtag.com for a free review or to get your questions answered. Thank you.
Qualifications
Certifications, Accreditations and Designations: CERTIFIED FINANCIAL PLANNER (TM) Named Among America's Top Financial Planners 2008 & 2009 Independent Professional of the Year 2008-Chamber of Commerce
Number of Advisors in Office: 2
Advisor's Number of Clients: 50
Compensation
New Client Minimum Portfolio Size: 100,000
Fee: 1% or less, hourly, or flat fee
Money Manager Articles
Three Advantages of a Roth IRA - 01/04/2010
Asset Allocation: A Key to Portfolio Success - 12/28/2009

Prepared by: Hampton Scurlock
Created on: 07/26/2008 10:12 pm est
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