Sharain L.Taylor, Financial Advisor, AIF®, CRPC
Services
While developing a customized financial plan, I will walk you through a step-by-step process that will help make you feel confident in your decisions.
The investing recommendations of the financial plan will identify the appropriate asset allocation strategy for investing based on your risk tolerance. The asset allocation is reviewed to make necessary adjustments to stay within the guidelines of your financial plan. I can help execute a sound financial / investing plan utilizing products within each major area of Financial Planning.
Retirement Planning Accumulation / Income distribution strategies
Investment Management / Portfolio Asset Allocation Strategies
Insurance Risk Management
Tax Planning
General Estate Planning
College Planning