Broker Check
Live Confidently

Live Confidently

When you know you're well-prepared, you can make more confident decisions about the future.

The Hampton Square team has experience and expertise. We work with our clients, crafting strategies that address life's uncertainties.

We can advise you on a range of issues, from investing to retirement planning to insurance coverage to effective tax strategies. 

Whatever your goals, we can help you put together a plan – a plan that's yours alone.

Tell Me How

Take a Deeper Dive

Our short videos are engaging and informative and will prompt you with questions to ask your advisor.


A New Approach to Planning

Our services range from financial planning to investment management. No matter what, though, our focus is always you.

What's Involved?

You decide where to meet - our office or remotely. We'll talk about your goals and aspirations. Then we'll talk about strategies to get you there.

No-charge Appointment

Is It For Me?

Do you want to be financially confident and secure?  Have you put off financial planning for too long? Do you have a handle on your finances?


Tell Me More

Why Now?

Not having a plan IS a plan. What's yours?

Where to Start

WHAT OUR TEAM HAS TO SAY


  • “I love to help people find clarity and peace of mind.”

    - Jan MacKenzie

    Director, Client Relations & Marketing

  • “We take our fiduciary responsibility seriously, to always do what's in the client's best interest.”

    - Scott MacKenzie

    CEO

  • "Everything we do should be done with excellence. Our clients deserve nothing less."

    - Diane Behre

    Financial Advisor

TELL US HOW WE CAN HELP YOU TODAY

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