Bryan Taylor (CFP®)
Bryan Taylor focuses in the
following client markets or areas of practice:
- Business Owners
- College/Education Planning
- Investment Advice with Ongoing Management
- Novice Investors
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Business Owners
- College/Education Planning
- Investment Advice with Ongoing Management
- Novice Investors
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Social Security Strategies
Tax Minimization During Retirement
Retiring Before Medicare Age
Traditional/Roth IRA Conversion Strategies During Retirement
Factor Investing Through ETFs
Dividend Income Investing
Retirement Income Planning
Additional Information
I've been working in the financial planning and investment management industry for over a decade and have been a CERTIFIED FINANCIAL PLANNER practitioner since 2018.
I currently serve in a Senior Advisor and Planner role, working together with our team on all financial plans and strategies. We specialize in working with retirees transitioning to, or currently in, retirement; as well as young investors and business owners looking to optimize excess cashflow to reach their business, retirement, and personal goals.
Oak Street Advisors provides fiduciary financial and tax planning, and asset management to our clients within a fee-only business model -- which reflects our conviction of putting our clients’ interest above the next dollar.
NAPFA Start Date
March 08, 2018
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.