Welcome to John Taylor Wealth Management

Financial Advisor with D.A. Davidson & Co., member SIPC

 

John TaylorI advise clients who are smart, successful and lead busy lives. Maybe you are trying to manage a demanding career, save for your retirement and your children's college education, care for elderly parents, and are concerned about having your own long-term care protection. At the same time, you feel like you have little time to give attention to these important financial issues.

Using a consultative process, I coach clients on their unique set of financial circumstances, issues and goals. I ask clients informative and probing questions, listen to their needs and concerns, and analyze their unique financial situation:

  • Can I be confident that I won't run out of money in my retirement?
  • When is a good time for me to draw on my Social Security?
  • Is my timeline for retirement realistic, given my spending goals in retirement?
  • Can you help me with estate planning concerns so I know my assets go to my loved ones?
  • What can I expect for healthcare costs in the future?
  • What is the best way to save for my kids' college education?

From this process, I educate and inform clients, and work with them to create a customized, comprehensive wealth management plan. Vital in the creation of these plans are the resources and expertise of D.A. Davidson & Co. Once in place, I periodically review clients' investments and financial plans, in light of inevitable change and evolving circumstances.

John Taylor Wealth Management, Financial Advisor with D.A. Davidson & Co., is here to help you. I look forward to hearing your story and doing what is best for you and your family.