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TAYLOR'S FINANCIAL

VALUES-BASED.  FEE-ONLY.  FINANCIAL PLANNING.

We believe deeply at our core that our primary job is helping our clients discover their most deeply held goals and values and then building a financial plan that sets them on the pathway to achieve them.

No matter where you are or the health of your financial situation, let us help you get to the happy life you imagined.

YOUR FINANCIAL PLAN SHOULD BE FIRST AND FOREMOST ABOUT YOU…YOUR FAMILY, YOUR NEEDS, AND YOUR VALUES

OUR SERVICES

PERSONALIZED JUST FOR YOU

PERSONAL TAXES

COORDINATED FINANCIAL PLANS

BUSINESS TAXES

ESG

SOCIALLY RESPONSIBLE INVESTING

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PLANNING

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INSURANCE AND 

INVESTMENT

REVIEW

RETIREMENT 

PLANNING

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BECAUSE YOU DESERVE TO SLEEP BETTER AND SMILE BIGGER

Taylor's Financial Planning, Inc. & Aspen Leaf Partners are both DBAs of Aspen Leaf Financial Planning, LLC — a Fee Only Registered Investment Advisor.

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