Get a Free Financial Improvement Session (no obligation/no strings attached)
What to expect: This free session should last about one to one and a half hours giving us an opportunity to get to know each other. You will get information relevant to your financial situation and how to improve it. You will have your financial questions answered in a confidential setting. We will explain how we work and how we can help you. We can then decide if we want to work together (a decision does not have to be made that day, but it is appreciated). You can be assured that you will learn something that can improve your finances.
What not to expect: Do not expect to be pressured and do not expect to get all of your financial planning needs met in just one sitting.
What to bring (bring as much or as little information as you like, all information is confidential): Retirement Tax Advisory Group
Hampton Scurlock, CFP
160 Moore Drive, Suite 201
View Map Lexington, KY 40503
You can call 859-233-1083 or e-mail to schedule your free financial improvement session.