Taylor Financial

Taylor Financial is an independent Fee-Only financial planning and Registered Investment Advisory (RIA) practice. The primary focus is to assist you in navigating confidently through life's financial decisions. The philosophy and culture of Taylor Financial is based on several basic, yet important, principles. Provide competent financial advice - Mr. Taylor achieved the designation of CERTIFIED FINANCIAL PLANNER (CFP) professional in 2003. The CFP designation is earned by achieving education 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 the cost of investing is kept at a practical minimum. Provide unmatched service - All clients are treated in a professional manner. Phone calls and e-mails are 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. Minimum household investable assets are $250,000. Hourly Consulting Service. This service is for clients who have a one time need. They may want a financial snapshot of where they are in life. Or, there may be an event such as a pending retirement, divorce situation or estate settlement. It could also be as simple as seeking a second opinion on a financial strategy. Current hourly fee is $175/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.

Address: 1213 Culbreth Dr., Wilmington, NC 28405, USA

Phone: +1 910 256 8818
FAX: