Taylor Stephens, INC.

Taylor Stephens, Inc. offers portfolio management and financial planning services tailored to individuals, high net worth individuals, and retirement plans. The firm works closely with clients to understand their financial objectives, manage cash flows, plan for retirement, and analyze estate and tax strategies. Taylor Stephens operates through different programs, including a structured investing program in partnership with an outside investment advisor that utilizes third-party custodians like Charles Schwab and Fidelity. The firm takes both discretionary authority, where they make trades without asking first on older accounts, and non-discretionary authority, where clients approve trades. Taylor Stephens emphasizes strategic asset allocation and diversification to manage market risks. Additionally, the firm's president, Michael Noel, is a licensed attorney who practices law separately, providing an optional legal service avenue for clients with potential conflicts managed through clear billing delineations.