Your financial plan should be first and foremost about you…your family, your needs, and your values.
In my mind a successful relationship with a client consists of helping them discover their most deeply held values and creating a life plan both financial and non-financial with these values at the core. Many wounds can be caused by decisions not based on someone’s core values.
Together we’ll discover:
- Why values and finances belong together
- How to create financial peace in your home and for your future
- What matters most to you about money
- The best financial plan to get you where you want to go
At Taylor’s Financial, we believe that every great accomplishment begins with a plan; and not just any plan! A plan that is unique to you and your family’s needs. Do you think Evel Knievel went into a stunt without a well detailed plan? Or do you think his son Robbie used his Dad’s plans to perform stunts his Dad had done in the past? I would hope not, and if you really want to succeed with your financial goals create a thorough financial plan.
At Taylor’s Financial, we pride ourselves in our service to our clients that are business owners. We can assist them in developing a employee benefit package that will keep them competitive in their individual markets in retaining high quality employees.
At Taylor’s Financial, we are there every step of the way for our clients; from the opening their business, to expanding their business, to transitioning into and during their retirement.
As an Investment Advisor, it is of utmost importance that we know our clients both personally and professionally. So we can create a plan and investment strategy that fits their personality and beliefs while helping them accomplish their goals.
- Coordinated Financial Plans
- Investment Advice and Strategy
- Business Retirement Plans and Benefit Planning