DISCOVERY
Taylor Financial starts by listening.
We already know how our clients
speak, so we don't waste time
being confused.
PLAN CREATION
We tame the chaos by pairing all
your dreams, goals, and financials
with our expertise to build a
customized plan specific to your life.
EXECUTE & UPDATE
We've streamlined the process
to help you take action on the
items that are important to you while
being efficient with your time.
Financial planning and investing with Taylor Financial
Whether you need financial planning for your family or your company, we are happy to provide you with several options to get started right away. Our experts will assist with the selection of the best plan and strategy for your specific needs.
Get a Customized Financial Plan
Insurance Planning
Life, Disability Income, Long-Term Care and more
Investment Planning
Get a plan to manage Stocks, Bonds, Mutual Funds, Education Plans, and Annuities
Distribution Planning
Brokerage, Advisory, Retirement, Non-Retirement Planning
WE SERVE PEOPLE WHO ARE TOO BUSY, OR READY TO SLOW DOWN.
Working with our team isn’t just about wealth management. Our mission is to bring expertise and concierge-level service into your financial life. Someone who can see the big picture with you, and then follow up to help bring it all into reality.
We act as a bridge by showing our clients how to get from point A to point B over a series of barriers. It takes a lot of components to build a solid bridge, which is why we have so many experts on the team. Once across, our clients are free from chaos. They experience a deep breath of knowing their finances are simplified, organized, and positioned for the next steps in life or work.
Our Clients
CONSTRUCTION INDUSTRY
You are about moving through projects as fast as you can. Construction is a cyclical business and we know that cash flow changes a lot from year to year. We work to help tame the chaos.
BUSINESS OWNERS
Your time is precious and if you’re like most business owners, you have your finger in a million different tasks. Your finances may be healthy, but disorganized. We help to bring order, organization and simplicity to your money.
FORMER MILITARY / DEFENSE CONTRACTOR INDUSTRY
Military benefits are complicated. There are few people who have a comprehensive understanding of them and even fewer that know how to optimize them. Your job isn’t to become an expert in TSPs, SBPs, VGLI, veteran-owned tax benefits, and presenting publicly available information and resources about these benefits.*
APPROACHING RETIREMENT
The transition from work-life to retirement has the opportunity to be a smooth transition, but a knowing guide is absolutely necessary. Together we design a strategy to maximize how your benefits payout.
*Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give tax or legal advice. Consult your own personal attorney, legal or tax counsel for advice on specific legal and tax matters.
Our Clients
CONSTRUCTION INDUSTRY
You are about moving through projects as fast as you can. Construction is a cyclical business and we know that cash flow changes a lot from year to year. We work to tame the chaos.
BUSINESS OWNERS
Your time is precious and if you’re like most business owners, you have your finger in a million different tasks. Your finances may be healthy, but disorganized. We help to bring order, organization and simplicity to your money.
FORMER MILITARY / DEFENSE CONTRACTOR INDUSTRY
Military benefits are complicated. There are few people who have a comprehensive understanding of them and even fewer that know how to optimize them. Your job isn’t to become an expert in TSPs, SBPs, VGLI, veteran-owned tax benefits, and investment strategies. That’s on us.
APPROACHING RETIREMENT
The transition from work-life to retirement has the opportunity to be a smooth transition, but a knowing guide is absolutely necessary. Together we can maximize how your benefits pay out.
FASTEST GROWING BUSINESSES IN THE NATION OWNED BY
FLORIDA STATE ALUMNI
