Taylor Financial Strategies
Financial Advising
Why pick this one
Taylor Financial Strategies provides financial planning, wealth management, estate planning strategies, and risk management for individuals, families, and business owners.
Best for
- retirement income planning
- business owners seeking small business planning or executive benefits strategies
- families planning education savings, estate transfers, or multigenerational wealth
- Clients seeking investment monitoring and ongoing financial education
- Clients needing life, disability, or long-term care insurance strategies
Specialties
- retirement planning
- executive benefits and compensation planning
- small business planning
- estate planning strategies
- risk management with life, disability, and long-term care insurance
Certifications
- CDFA®
- LUTCF
- Equitable Advisors, LLC SEC-registered investment advisor affiliation
What makes them different
- Offers both fee-based and non-fee-based financial planning
- Uses a five-step process covering needs and goals, asset allocation, manager selection, retirement income, and investment strategies
- Provides financial strategies for individuals, families, business owners, and executives
- Offers ongoing market monitoring, education, and strategy updates as client goals evolve
- Team members provide direct phone numbers and email contacts, with office hours Monday through Thursday from 8:30am to 5:00pm
Distilled from this business's own website.
Contact & Location
- Address
- 4020 Capital Dr, Rocky Mount, NC 27804
- Phone
- +12529372253
- Website
- http://www.taylorfinancialrmt.com/
- info@taylorfinancialrmt.com
Services
- financial planning
- wealth management
- estate planning strategies
- risk management
- asset management
- tax planning strategies
- education savings planning
- wealth transfer planning