Your Financial Future
At Hampton Square Wealth Management, we have the client—and only the client—in mind.
Every client has a different story – and we would like to be part of that story. Together, as we evaluate the current condition and goals of your financial path, we can set expectations of how to pursue your desired lifestyle and legacy.
When seeking a financial advisor, ask why they are in business.
Why do we do what we do? We view Hampton Square Wealth Management as a “professional practice,” with the goal of helping people diagnose their financial condition and then plan for financial health in the future. The options are endless, and our goal is the do what’s in the best interest of each unique client. We make it our priority to be well-informed on the latest financial options, but more importantly, to be able to explain those financial products in language that anyone can understand. We want you to be able to understand the “why” and “what” of all financial products in your portfolio. Mystery is for novels and movies, not for your portfolio.
When seeking a financial advisor, ask what they will offer.
Will your financial advisor listen to your concerns, goals, and aspirations? Will the advisor examine your current lifestyle and offer income planning strategies that you can understand and implement?
Our advisors go deep. They seek to understand who you really are and what you really want.
- What is most important to you?
- What is your lifestyle today?
- What are your dreams for retirement lifestyle?
- Are you planning to have an active retirement?
- Do you have concerns about healthcare in retirement?
- Have you thought about filling financial potholes along the way?
- Are you confident that you have an effective income plan?
- What sort of legacy would you like to leave?
Call today for a no-charge discovery appointment. Let us know how we can help you.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
An inside look at how marginal income tax brackets work.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
It sounds simple, but paying yourself first can really pay off.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
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