Before you make the important decision to hire us, come experience our initial meeting at no cost. This the best way to know if we are the right fit for you! We strive to make the entire process as simple and pain-free as possible. You’ll leave with a smile on yoru face knowing your financial future is in good hands.
Here’s what you need to know about Taylor’s Financial:
We have a methodology that helps you identify your most deeply held values. We then create a written strategy to help you in achieving your goals, based on your individual set of values. This method increases your likelihood of achieving your goals.
We’re a Fee-Only Firm
You will not have hidden commissions on our services or advice.* You will know your exact fee for the year when the year begins. The fee will not fluctuate throughout the year. Full disclosure and understanding of all fees is an important aspect of working with us.
We provide a Comprehensive Strategy for your financial picture
This approach assures that we are giving you the most thorough advice for your individual circumstances. We do not offer any advice without first completing a comprehensive review to understand your exact needs. It is important to look at your entire picture before offering any advice and then continually monitoring your strategy to adjust with life’s changes.
*Per Certified Financial Planner Board regulations, a CFP (may describe his or her practice as “Fee-only” if, and only if, all of the certificant’s compensation from all of his or her client work comes exclusively from the clients in the form of fixed, flat, hourly, percentage or performance-based fees.)