Own Your Financial Freedom.
For those who have built something extraordinary.
We protect it, grow it, and carry it forward.
Forbes Top 100
MDRT Member
Seminole 100
Est. 2011
For those who have built something extraordinary.
We protect it, grow it, and carry it forward.
Recognized consecutively by Florida State University's Seminole 100 as one of the most dynamic and rapidly expanding enterprises founded by FSU alumni — a distinction earned through sustained excellence, not chance.
As business owners, we recognize the demands on your time and the multitude of responsibilities you juggle daily. While your financial situation may be sound, it could benefit from a touch of organization. Our mission is to introduce clarity, structure, and streamlined efficiency into your financial world, enabling you to devote full attention to your business's core priorities.
The transition from work-life to retirement presents a unique opportunity for a seamless shift, but it helps to have a knowledgeable guide by your side. Together, we can work to optimize your retirement benefits, helping you make the most of this important phase in your life.
C-suite executives frequently navigate complex employee benefit structures, including deferred compensation, stock purchase plans, and variable bonuses. While we may not directly manage these components, our expertise lies in seamlessly integrating them into your comprehensive financial plan — a holistic approach that helps you maximize your executive benefits.
We understand that individuals and families with high net worth often encounter challenges such as estate taxes, trust management, and multi-generational planning. Our team excels in simplifying this complexity, bringing clarity by seamlessly integrating these solutions into your comprehensive financial plan aligned with your objectives.
Taylor Financial starts by listening. We already know how our clients speak, so we don't waste time being confused.
View our Customer Relationship Summary
We tame the chaos by pairing all your dreams, goals, and financials with our expertise to build a customized plan specific to your life.
Book an AppointmentWe've streamlined the process to help you take action on the items that are important to you while being efficient with your time.
Six disciplines, woven into a single plan — built around the goals that matter most to you.
We believe informed clients make confident decisions. Our role isn't only to manage your wealth — it's to help you understand it. Through clear conversations and ongoing dialogue, we work to ensure you always know the why behind every recommendation.
Building wealth is one part of the equation; protecting it is another. From insurance reviews to contingency planning, we help safeguard against the unexpected — identifying risks that could threaten your plan and putting integrated solutions in place.
Retirement is less a finish line than a transition. We help you envision the life you want next, then design the plan to get there — coordinating tax-aware drawdown, Social Security timing, and healthcare considerations every step of the way.
Are your investments aligned with your life? We take a comprehensive look at how your assets are positioned across cost, risk, tax efficiency, and concentration — then work with you to align them more closely with your goals and time horizon.
From taxable brokerage to IRAs, 401(k)s, 529s, and trusts, we manage diversified portfolios across the full spectrum of account types — each designed with care for your tax situation, time horizon, and the role it plays within your broader plan.
How and when you draw from your savings matters as much as how you build them. We design tax-aware distribution strategies that help your wealth last — coordinating across account types, Social Security, and required distributions to keep more working for you.
Let's Chat!
Welcome to Taylor Financial! We're thrilled to have the opportunity to work together, and we'd love to get to know you better. Let's kick off this exciting journey with a personalized intro call. It's the perfect opportunity to discuss your goals, answer any questions you may have, and explore how we can best support you. Simply click the BOOK AN APPOINTMENT to schedule a convenient time for the call.
We look forward to speaking with you.
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