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About Our Firm

The philosophy of Taylor Financial is based on several basic, yet essential, principles.

Provide competent financial advice - Mr. Taylor attained the designation of CERTIFIED FINANCIAL PLANNER (CFP) professional in 2003. The CFP designation was earned by achieving educational standards, practical experience, a rigorous two-day examination and an adherence to a strict Code of Ethics.

Keep investment costs down - By building the core of the portfolio with Dimensional (DFA) and Vanguard Funds, this keeps the cost of investing to a practical minimum.

Provide unmatched service - All clients are treated in a professional manner. Phone calls and e-mails get promptly returned. Service results should always exceed expectations.

Client Services

Taylor Financial offers two levels of financial services.

Wealth Management. This service is for clients who wish to have an on-going relationship with an advisor to engage in comprehensive financial planning and money management. The minimum household investable assets are $400,000.

Hourly Consulting Service. This service is for clients who have a one time need or currently have investable assets under $400,000. They may want a financial snapshot of where they are in life. Alternatively, there may be an event such as a pending retirement, divorce situation or estate settlement. For many investors, it could be as simple as seeking a second opinion on a proposed financial strategy. It is typical for clients to meet on a recurring basis or transition over time to the Wealth Management service. The hourly fee is $200/hr.

If you start with Hourly Consulting and then later decide that Wealth Management is more appropriate for you, a credit for fees may apply.