James W. Taylor
Mission Statement:
I am a trusted financial practitioner working for successful entrepreneurs and professionals who desire a full service financial firm. By diligently researching the top tier financial products and services in the marketplace, I empower my clients to make informed financial decisions.
My commitment to excellence in developing practical, customized recommendations, as well as my strategic alliances with other financial professionals, permits me to focus on the unique wealth management and protection concerns of each client. This consultative approach affords clients the opportunity to remain focused on the important things in their lives, thus giving them time for what matters most.
Thank you for visiting my Web site, and please let me know how I can be of service to you.
Our services
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
Financial
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Wealth
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Estate planning
strategies
Risk
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We are here for you
- To understand your situation – The most important work we do is getting to know who you are.
- To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
We work alongside you
- To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
- To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
We evolve with you
- To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
- To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.