Retirement Tax Advisory Group Inc.

President, Retirement Tax Advisory Group Inc. 

         Hampton is a Transylvania University graduate and started in the financial services industry in 1998. Since then he has helped many individuals improve their retirement, lower taxes, plan their estates, manage their portfolios, reduce risk, improve their financial well-being, and reach their financial goals. He has a true passion for financial planning. This is demonstrated through his dedication to clients and genuine desire to improve people's finances.  Hampton's passion is also evident by his numerous speaking engagements, monthly articles/financial planning column, awards, and tireless work ethic. 

         Hampton considers himself a rather frugal fellow and practices what he preaches. When not working, writing, reading, thinking, or speaking on financial matters, Hampton enjoys watching sports, volunteering, playing soccer, and spending time with his family.  e-mail Hampton or call him at 859-233-1083

 

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Credentials

President, RTAG (Member BBB, Commerce Lexington)
CERTIFIED FINANCIAL PLANNER® Professional or CFP®
Named among “America’s Top Financial Planners” 2008 
National Ethics Bureau Approved Member - www.ethicscheck.com

Holds/has held multiple Security/Insurance Licenses Including:
      Series 6 - Investment Company Products, Variable Contract Representative
      Series 7 - General Securities Registered Representative
      Series 63 - Uniform Securities Agent
      Series 65 - Uniform Investment Advisor
      Series 26 - Investment Co. Products/Variable Contracts Registered Principal
      Life Insurance Licensed and Health Insurance Licensed - KY

Education

Transylvania University, BA Business 

Boston University - Certificate for Financial Planning

Financial Advisors College - Chaska, MN
NCF- (National Community Foundation) Charitable Donation Advisor

Jackson Hewitt Comprehensive Income Tax Program

VITA Tax Program - Internal Revenue Service

Started financial services career with Wall Street-based firm back in 1998

Awards/Achievements

Featured in Herald-Leader, Chevy Chaser, ACE, WVLK, WUKY, The Key, and more
Lexington Young Professionals Assoc., (LYPA) Rising Star Award 2004

Leukemia and Lymphoma Society - Man of the Year finalist 2007
Financial Columnist - Living Well 50 Plus
Ambassador - Commerce Lexington
Owned multiple business entities in Kentucky (LLC, S-Corp, & Sole Proprietor)
Author of multiple articles, radio/speaking/teaching appearances, etc.
Facilitated Millions of Dollars in 1031 and 1035 tax-deferred exchanges
Member, American College of Financial Planning
UK/LCC Teacher on several subjects including investments and insurance
One of the first 7 financial planners listed on the Financial Planners Index in KY
Started career with Wall Street-based mutual fund firm back in 1998

Volunteer/Community Involvement

Thursday's Child/Special Needs Adoption Program - Board of Directors

Transylvania University - BAC Board of Directors

SCORE - Business Counselor

University of Kentucky - Phi Kappa Tau Board of Governors

Contributor to many charities and organizations throughout Kentucky

Volunteer speaking engagements for various groups around Kentucky

Financial Planning Program for Veterans - Department of Veterans Affairs