Financial Planning

Hampton Tax and Financial Services LLC Is a fee-only financial life planning firm that makes financial education and guidance accessible to busy professionals throughout the country. We help business owners, corporate executives, individuals and their families make better financial decisions regardless of their income, net worth, or investable assets.

We collaborate with clients to establish financial goals and build a workable financial plan that includes:

  • Discussion of financial goals and concerns
  • Net worth analysis
  • Cash flow analysis and management
  • Debt analysis and management
  • Credit score analysis and management
  • Tax return analysis and tax planning
  • Asset protection analysis
  • Education funding analysis
  • Retirement readiness analysis
  • Estate planning analysis

Before we can effectively design a plan, we need to fully understand where you are now, where you want to go, and why.  We use this information to provide personalized solutions for your unique situation.  As your situation changes, we reassess and make adjustments.

Your financial success is a matter of choice, not chance.

We have over two decades of financial experience and have appeared in numerous national media outlets including Black Enterprise Magazine, CreditCards.com, the Henry Neighbor, and the Henry Daily Herald.

We are a fee-only financial life planner, so we don’t try to up-sell you on additional products, and we do not collect any commission off of your assets. We provide holistic financial life planning services.

Want to learn more about our process, services, and how we can work together? We invite you to contact us at 404-482-3170 for a complimentary consultation.