About My Practice
YOUR FINANCIAL GUIDE THROUGH YOUR LIFE'S JOURNEY
At Taylor Wealth Management, we believe planning for your financial future is not an event; it's a process. Our process is an ongoing dialogue that helps you identify your priorities for today and tomorrow, and adapts to your life as your priorities and life change.
OBJECTIVE COMPREHENSIVE PLANNING
Your Best Interest - Your investments, tolerance for investment risk, retirement planning, college and education planning, insurance and risk management needs, debt management, income tax planning and estate and legacy planning must reflect what is most important to you now and in the future. We provide objective, comprehensive, financial, tax and life planning for a fee and receive no commissions from the recommendation, purchase, or sale of products or referrals. There is no incentive for the advice we provide except to benefit you and assist you to meet your goals.
Client-Centered Approach - We listen to you. Once we know what is important to you in life, we partner with you to help you meet your personal and financial goals more efficiently and effectively. Building lifelong relationships allows us to focus on giving thoughtful, personal service and making meaningful improvements in your life. We look forward to providing you and your family with the rewards of our planning efforts.
At Taylor Wealth Management, our commitment is to provide professional unbiased financial, tax, and life planning advice and to serve as a trusted advisor on whom clients can rely for planning and counsel. Our mission is to empower, educate, and guide others to identify, realize, and enjoy their financial and life legacy. The goal of our services is to maximize the happiness and wealth within each individual.
Doug Taylor is a Certified Financial Planner Professional and a CPA/PFS who strictly adheres to the highest fiduciary standards. By always working for his clients' best interests, Doug fosters relationships developed with trust and confidence.
Doug's professional certifications are complemented by his significant CPA experience with a Big Four firm, working in Houston, London, and Los Angeles, two years as an integral part of a Forbes 400 billionaire's financial team. This comprehensive, hands-on experience enables Doug to effectively assist families and individuals in developing a financial plan compatible with their current lifestyle and future goals.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Considerations: Flat Annual Fee
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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