Bill Hampton

Accredited Investment Fiduciary®(AIF®) | Tax Strategist | Financial Planner | Real Estate Investor | Speaker | I help people save thousands in taxes and plan a successful retirement

Role
Founder and CEO at Hampton Tax And Financial Services, Llc
Location
Atlanta, GA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Bill Hampton

Hampton Tax and Financial Services, LLC is a comprehensive financial services firm where you can get assistance with all of your financial needs. Are you ready to take control of your financial future?Whether you\'re a real estate investor seeking to maximize returns, an individual looking to build long-term wealth, or someone planning for retirement and legacy, I offer a personalized and strategic approach to help you reach your goals.As a financial planner, I specialize in: Comprehensive Financial Planning – clarity and confidence for every stage of life Tax Planning – strategies to reduce your tax liability and keep more of what you earn Retirement Planning – build a sustainable income for your ideal retirement Estate Planning – protect your legacy and provide peace of mind for your loved ones Real Estate Investment Guidance – leverage smart strategies to grow your portfolioMy mission is to provide clear, actionable advice tailored to your specific situation. No cookie-cutter plans—just smart strategies designed for results.Hampton Tax and Financial Services LLC is a fiduciary, fee-only financial planning firm. We have over two decades of financial advisor experience and have appeared in numerous media outlets including Yahoo News, Financial Planning Magazine, Black Enterprise Magazine, KeeperTax.com, Thryv.com, CreditCards.com, and Stessa.com.Want to learn more about our process, services, and how we can work together? We invite you to schedule complimentary consultation.https://hamptontaxandfinancialappointments.as.me/Website:

Experience

  1. Founder and CEO

    Hampton Tax And Financial Services, Llc

    Jan 2012 — Present · Atlanta, GA, US

    Hampton Tax and Financial Services, LLC is a comprehensive financial services firm where you can get assistance with all of your financial needs. We are a fiduciary, fee-only financial planning firm. We have over two decades of financial advisor experience and have appeared in numerous media outlets including NerdWallet, GO Banking Rates, Yahoo Finance, Financial Planning Magazine, Black Enterprise Magazine, Stessa.com, KeeperTax.com, Thryv.com, and CreditCards.com.Are you ready to take control of your financial future?Whether you\'re a real estate investor seeking to maximize returns, an individual looking to build long-term wealth, or someone planning for retirement and legacy, I offer a personalized and strategic approach to help you reach your goals.As a financial planner, I specialize in: Comprehensive Financial Planning – clarity and confidence for every stage of life Tax Planning – strategies to reduce your tax liability and keep more of what you earn Retirement Planning – build a sustainable income for your ideal retirement Estate Planning – protect your legacy and provide peace of mind for your loved ones Real Estate Investment Guidance – leverage smart strategies to grow your portfolioMy mission is to provide clear, actionable advice tailored to your specific situation. No cookie-cutter plans—just smart strategies designed for results.We provide the following services:Business Entity Selection and FormationTax Return PreparationTax PlanningFinancial PlanningRetirement PlanningEstate Planning (Wills and Trusts)Life InsuranceCost Segregation ServicesWant to learn more about our process, services, and how we can work together? We invite you to schedule a complimentary

Education

  • National Association of Tax Professionals

    Tax Law/Taxation

  • Bryant University

    Certified Financial Planner (CFP) Program

  • Rushford & Associates

    Special Emphasis Program Manager Training (Diversity, Equity and Inclusion Manager)

    2017 — 2017

  • National Financial Educators Council

    Certified Financial Education Instructor

    2020 — 2020

  • Hudson County Community College

    Criminal Justice, Business Administration

  • Graduate School USA

    Certificate, Executive Leadership

    2012 — 2013

  • National Association of Personal Financial Advisors

    Financial Planning and Services

  • National Association of Personal Financial Advisors

    Diversity Equity and Inclusion Certification Program

  • FEMA

    Public Information Officer (PIO) Training

    2018 — 2018

  • Kennesaw State University - School of Conflict Management, Peacebuilding and Development

    Certificate in General Mediation

  • United States Equal Employment Opportunity Commission

    Equal Employment Opportunity (EEO) Investigator Training

    2014 — 2014

  • Financial Therapy Association

    Financial Planning and Services

    2019 — 2020

Skills

  • Small Business Development
  • Financial Advisory
  • Real Estate Investor
  • Financial Planning
  • Business Coach
  • Real Estate Development
  • Financial Services
  • Strategic Planning
  • Contract Negotiation
  • Tax Advisory
  • Small Business
  • Leadership
  • Small Business Online Marketing
  • Investment Strategies
  • Property Management
  • Strategic Consulting
  • Public Speaking
  • Retirement Planning
  • Business Strategy
  • Business Development
  • Business
  • Business Planning
  • Business Formation
  • Strategic Financial Planning
  • Business Analysis
  • Risk Management
  • Investment Properties
  • Investment Management
  • Tax Returns
  • College Savings Plans
  • Wealth
  • Asset Management
  • Strategy
  • Training
  • New Business Development
  • Small Business Marketing
  • Investments
  • Investment Advisory
  • Personal Finance
  • Insurance

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Bill Hampton — Founder and CEO at Hampton Tax And Financial Services, Llc in Atlanta, GA, US | Unifers