Business Owners & Professionals

If you are the owner-manager of a business or practice, your personal and professional financial lives are no doubt tightly interwoven. Yet many business owners have no shortage of advisors meeting their various needs, often without any coordination. For optimal results, it is essential that a holistic approach be taken in managing your financial needs.

Our team specializes in helping small businesses, professionals and consultants to address financial issues that affect the economic viability and success of both the company and its principals.

We are knowledgeable about all aspects of a business owner’s financial affairs and skilled at creating integrated plans and solutions to address them. With a comprehensive view of your personal and business goals, and a network of third-party specialists to draw on, we are ideally positioned to coordinate all of your financial affairs.

Our services cover the following planning areas:
The Taylor Team also offers a comprehensive group benefits program for executive and employee groups. Please click here for details.

If you are a business owner, professional or consultant and would like more information on how we can help you meet your personal and professional objectives with an integrated plan, please click here for an initial consultation.

We also produce our own monthly newsletter, The E-Wealth Report. If you would like to be on our email list for this report, please click here.