Taylor Armstrong is a registered investment advisor at Armstrong & Associates, INC., based in Ottawa, IL, with 9 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Investment Advice: Recommendation of an investment vehicle with regards to a client's general request.
- Portfolio Analysis: Evaluate current investment portfolio of individual and make recommendations as to its suitability in meeting the client's goals, risk tolerance and time horizon.
- Insurance Analysis: Needs based evaluation of existing or proposed insurance coverage.
- Loan Restructuring/Debt Analysis: Analyze and restructure the individual's debt situation to an affordable and manageable level.
- Employee Benefit Analysis: Analyze company benefits provided to an individual and make recommendations as to the options to implement.
- Retirement Planning: Analyze individual's current situation and make necessary recommendations to prepare the client financially for retirement.
- Estate Planning: Evaluate an individual's current estate and make recommendations to reduce estate taxes.
- Complete Financial Plan: Incorporates all services listed above into one comprehensive valuation of the individual's financial well-being.
- Divorce Case Analysis: Evaluation of financial assets (including present value of pensions) to be divided through divorce.
- Education Funding: Calculation of amounts needed to finance higher education along with recommendations on sources of funding. Discussion of areas of financial assistance.
- Financial Forecasting: Calculation of present values, future values, required rates of return, etc., in regards to investment and business opportunities.
- Pension Plan Design: Analyze business entity's current situation and recommend the kind of pension plan and investment strategy that would be most beneficial.
- Structured Settlements Valuation: Calculation of present value of a proposed structured settlement.
- Tax Advice/Estimate/Review: Review and advice concerning certain tax planning.
Location
1410 Aquarius Circle, Ottawa, IL, 61350
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Taylor works for Armstrong & Associates, Inc. as a financial advisor in two capacities: a support company (minimal time) and an independent RIA (a few hours per week).
Employment History
Current Registrations
Armstrong & Associates, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.