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Mark A. Taylor, CFP®

Winthrop Taylor Financial, Inc.

241 Avenida Del Mar
San Clemente, CA 92672
Phone: (949) 369-2525
Fax: (949) 369-2527

Toll-free: (877) 369-2529

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Sudden Wealth
  • Men's Finances
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.