Hampton Tax and Financial Services, LLC

About My Practice

Financial Planning for Federal Employees — By Someone Who’s Been There

If you are a current or retired federal employee, you are in the right place.

I help federal employees make smart, confident decisions about their money—so they can retire on time, protect their family, and stop worrying about whether they are “missing something” in their benefits.

I am a financial planner, tax planner, and retired federal employee. I understand the system because I lived it. I know the rules, the forms, the deadlines, and the costly mistakes that are easy to make when no one explains things clearly.

My work is simple:

I help federal employees turn complex benefits into a clear, confident retirement plan.

Who My Services Are For

My services are designed specifically for:

CSRS and FERS employees
Federal retirees and those within 10 years of retirement
Special Category Federal Employees (law enforcement, firefighters, air traffic controllers, etc.)
Employees considering early, disability, or special retirement
Spouses of federal employees who want clarity and security

If you’ve ever thought:

“I don’t really understand my federal benefits”
“I’m not sure when I can retire—or if I should”
“I’m worried about taxes, survivor benefits, or health insurance”
“I just want someone who speaks federal employee”

Then this is for you.

What I Specialize In (Federal Benefits)

Federal benefits are not generic—and neither is my advice.

I specialize in:

CSRS & FERS – Retirement eligibility, pension calculations, and income planning

TSP (Thrift Savings Plan) – Contribution strategy, withdrawals, rollovers, and retirement income

FEGLI – Life insurance decisions before and after retirement

FEHB – Health insurance planning for retirement and survivor coverage

FLTCIP – Long-term care planning and alternatives

Survivor Benefits (SBP) – Making sure your spouse is protected

Offset, Special Pay & Disability Retirement – Navigating complex and often misunderstood rules

I don’t guess. I don’t generalize.

Everything is tailored to your federal career and benefits.

How I Help You (In Plain English)

Most federal employees come to me feeling overwhelmed and unsure.

After working with me, they feel:

Calm instead of confused

Confident instead of anxious

In control instead of guessing

Here’s how I transform your situation:

We get clarity

I explain your benefits in simple terms so you know exactly where you stand

We build a real plan

Not just investments—but retirement income, taxes, insurance, estate planning, and survivor protection

We reduce costly mistakes

Many federal employees lose money due to poor timing, tax errors, or wrong benefit elections. We prevent that.

You move forward with confidence

You know when you can retire, how much income you’ll have, and that your family is protected.

The outcome:

Peace of mind. Confidence. A retirement you can actually enjoy.

What I Offer

I provide comprehensive financial planning specifically for federal employees, including:

Retirement planning
Tax planning
Estate planning
Life insurance planning
Federal benefits analysis and decision support

Everything works together in one clear strategy—so nothing falls through the cracks.

An Invitation

You spent years serving your country.

You deserve advice from someone who understands your service, your benefits, and your concerns.

You don’t have to figure this out alone—and you don’t have to rely on generic advice that doesn’t fit federal employees.

Your Next Step

The next step is simple.

Schedule a discovery call

This is where we talk about your federal career, your goals, and your questions—and determine how I can help you move forward with clarity and confidence.

Click below to schedule your discovery call today.

https://HamptonTaxandFinancialappointments.as.me/

Your benefits are valuable. Let’s make sure you use them wisely.

Schedule your complimentary discovery call today!

Offering Advice Since

1992

Areas of Specialty

Comprehensive financial planning
Retirement planning
Estate planning
Insurance
Tax preparation
Budgeting and cash management
Real Estate Investor Consulting
Business Consulting

Licenses, Certifications, Education, and Affiliations

Designations: Accredited Investment Fiduciary (AIF®), Certified Financial Education Instructor (CFEI), Registered Financial Consultant (RFC)
Associations & Affiliations: National Association of Personal Financial Advisors, National Association of Tax Professionals, Georgia Real Estate Investors Association, International Association of Registered Financial Consultants

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)

My Association with the Office or Firm

Owner/Partner