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Richard Hampton Scurlock, III, CFP®

Retirement Tax Advisory Group

114 Dennis Dr
Lexington, KY 40503
Phone: (859) 233-1083

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Limited Partnerships
  • Mutual Funds
  • Real Estate
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Sudden Wealth
  • Men's Finances
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: Member BBB, Winner Independent Professional of the Year from Commerce Lexington

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.