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 started my financial planning career in 2013, working at a small advisory firm on the ground floor-- learning the basics of running a succesful financial advising business. At the same time I studied for and obtained my CFP certification.
In 2015 I joined the family business-- founded on the principles of providing objective fiduciary planning and asset management within a fee-only structure. My passion is helping our clients achieve not only their financial goals, but their life goals as well.
When I'm away from the office, I enjoy playing golf, boating, and relaxing on the beach with my wife Laura and daughter Riley.
NAPFA Start Date
March 08, 2018