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Hampton Scurlock III, CFP® 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
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
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