Doug Taylor CFP - CPA/PFS - Taylor Wealth Management
Taylor Wealth Management provides objective, comprehensive, financial planning, investment and tax advice. We bring our best wisdom and advice to your personal finances.
Fee-only. No product sales. No commissions.
At Taylor Wealth Management, we believe planning for your financial future is not an event: it is a process. Our process is an ongoing dialogue that helps you identify your priorities for today and tomorrow, and adapts to your life as your priorities and life change.
Your Best Interest - Your investments, tolerance for risk, retirement planning, insurance and risk management needs, income tax planning and estate and legacy planning must reflect what is most important to you now and in the future. We provide objective, comprehensive, financial, tax and life planning advice for a fee and receive no comissions from the recommendation, purchase, or sale of products or referrals.
Client-Centered Approach - We listen to you. Once we know what is most important to you in life, we partner with you to help you meet your personal and financial goals more efficiently and effectively. Building lifelong relationships allows us to focus on giving thoughtful, personal service and making meaningful improvements in your life.
Our commitment is to provide professional unbiased, financial, tax and life planning advice and to serve as a trusted advisor on whom you can rely for planning and counsel. We look forward to providing you with the rewards ofvour planning efforts.
Fee-Only
Financial Planning Investment Management Retirement Planning College and Education Planning Insurance and Risk Management Debt Management Income Tax Planning Estate and Legacy Planning
We serve people looking for prudent financial guidance.
Clients are mostly between 45 and 65 years old looking to answer the following three key questions:
1. What are the greatest opportunites we must capitalize and capture?
2. How can we minimize the impact of the greatest risks to our wealth?
