Taylor Financial Planning provides financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. They offer comprehensive financial planning on an ongoing basis and fixed-term financial planning packages for specific needs. Portfolio management is offered in conjunction with comprehensive financial planning.
Fee Structure
Taylor Financial Planning offers portfolio management services in conjunction with comprehensive financial planning. The annual fee for comprehensive financial planning with portfolio management is no greater than $7,500. This fee is dependent on the client's needs, complexity, time, research, and resources required. The annual fees are payable quarterly.