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Scott runs a team of hard-working and empathetic comprehensive financial planners whose ultimate goal is to give back time and provide peace of mind! Our team helps clients with the full range of financial planning, including risk mitigation (life, disability, and long-term care insurance), budgeting and debt repayment strategies, estate planning, investing (401k, 403b, IRA, ROTH IRA, Stocks/Bonds), saving for a child, house purchase, tax efficiency planning, etc. Scott’s team has an intentional focus on the LGBTQ community, and assists with LGBTQ specific topics such as – domestic partnership vs. marriage, planning for children, combining finances for same-sex couples, etc. Our team’s goal is to create a long-term relationship that empowers, educates and helps you achieve financial freedom! Visit Scott's LinkedIn profile at https://www.linkedin.com/in/scotttaylorjr/.
Will provide an initial educational consultation, free of charge, to anyone looking to discuss their financial planning.
This consultation would introduce you to what working with a financial advisor would look like, provide education on best practices for saving to have a baby, and provide thoughts on how to best protect your family or things to do BEFORE having the baby.
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