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.
We offer a MORAL AUDIT of your investments, so you can see whether or not your portfolio reflects your values and beliefs. Then, together with you, we explore viable alternatives to impact the world for good.
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.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Learn a little about worldwide currency in this fun infographic
When you’re married and have children, insurance needs will be different.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Understanding how a stock works is key to understanding your investments.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
This questionnaire will help determine your tolerance for investment risk.
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.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Estate conservation is too important to put off. Do you have a smart exit strategy?
There are three things to consider before dipping into retirement savings to pay for college.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
When do you need a will? The answer is easy: Right Now.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A special needs trust helps care for a special needs child when you’re gone.