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Manager Overview
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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. |
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Experience & Disclosure
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Firm CRD Number:
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145285 |
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Work Experience:
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Hampton entered the industry in 1998. He has won several awards in the 11 plus years in business. He has been independent since 2001. |
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Academic Background:
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Transylvania University, BA 1999
Financial Advisors College, Chaska, MN 1999
Boston University, Financial Planning Certificate 2006
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Services
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Types of Investments:
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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. |
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Qualifications
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Certifications, Accreditations and Designations:
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CERTIFIED FINANCIAL PLANNER (TM)
Named Among America's Top Financial Planners 2008 & 2009
Independent Professional of the Year 2008-Chamber of Commerce
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Number of Advisors in Office:
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2 |
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Advisor's Number of Clients:
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50 |
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Compensation
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New Client Minimum Portfolio Size:
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100,000 |
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Fee:
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1% or less, hourly, or flat fee |
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Money Manager Articles
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Three Advantages of a Roth IRA - 01/04/2010
Asset Allocation: A Key to Portfolio Success - 12/28/2009
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