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
-Winner Independent Professional of the Year - Commerce  Lexington
-National Ethics Bureau Approved Member www.ethicscheck.com
-Holds/has held multiple Security/Insurance Licenses Including: 
      Series 6 - Investment Co. Products, Variable Contract Rep.        
      Series 7 - General Securities Registered Representative        
      Series 63 - Uniform Securities Agent
      Series 65 - Uniform Investment Advisor
      Series 26 - Investment Co. Registered Principal
      Life Insurance Licensed and Health Insurance Licensed

Education/Experience
-Transylvania University, BA Business
-Boston University - Certificate for Financial Planning
-Financial Advisors College - Chaska, MN
-Jackson Hewitt Comprehensive Income Tax Program
-VITA Tax Program - Internal Revenue Service
-Experience with Wall Street-based investment firm
-Over a decade in the financial planning industry

Awards/Achievements
-Featured in Herald-Leader, Biz Lex, ACE, WVLK, WUKY, Young Money and more
-Lexington Young Professionals Assoc., (LYPA) Rising Star Award
-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
-One of the first 7 financial planners listed on the Financial Planners Index in KY

-Started career with Wall Street-based mutual fund firm 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 KY

-Volunteer speaking engagements for various groups around KY

-Financial Planning Program for Veterans - Department of Veterans Affairs