Retirement Tax Advisory Group is proud to announce that
R. Hampton Scurlock III, CFP®, was named one of "America's Top Financial Planners" in 2008 by Consumers Research Council.
Retirement Tax Advisory Group is a Registered Investment Advisor (RIA) and independent financial
(Brochures may require Adobe Acrobat Reader to open. Click here to download Adobe.) RIA's are held to a higher standard than a typical brokerage firm. We have a fiduciary duty to put our clients' interests first and provide the best advice and solutions for them. This is vastly different from the suitability standards of brokerage firms where the firms' interests can be (and often are) placed ahead of the clients'. Our services are fee-based, so investment recommendations are made to benefit the client, not to generate a commission or meet a quota. We also coordinate clients' taxes and investment strategies to increase their bottom line.
Possible benefits of working with us: Lower investment and tax expenses.
Reduction of various risks.
No investment commissions paid to us.
Protecting and preserving your estate.
Access to a wide selection of investments and accounts.
Coordination of tax planning and investment strategies for your benefit.
Reducing or eliminating of Social Security benefits taxation.
Converting taxable income to tax-free (or less-taxed) income.
Simplification and professional management of your finances.
Creating a personalized plan to help get you to and through retirement successfully.
Great service along with our client promise.
128 East Third Street Lexington, KY 40508