We have moved to 160 Moore Drive, Suite 201.
Retirement Tax Advisory Group is proud to announce that
Hampton Scurlock III, CFP®, was named one of "America's Top
Financial Planners" in 2008 and 2009 by CRCA.
Hampton also won The Independent Professional of the Year Award from Commerce Lexington.
He was also featured in Business Lexington recently. Here is the November article.
You can find Hampton on 
or follow him on 
.
Retirement Tax Advisory Group is a Registered Investment Advisor (RIA) and independent financial
planning firm that does not charge investment commissions. To learn more about us or how we can help
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. -Financial peace of mind. -Increased income/growth. -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
-$59 Tax Returns*
-Reducing or eliminating of Social Security benefits taxation
-CERTIFIED FINANCIAL PLANNER® helping achieve your goals.
-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.
160 Moore Drive, Suite 201 Lexington, KY 40503