Thatcher Taylor, CFP®, MBA Taylor Financial

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About Thatcher Taylor, CFP®, MBA

It is vital to develop a plan based on your values, needs, and goals. Investing should be more than picking stocks and bonds. It needs to be strategic and built to achieve current and future goals. This is important because financial planning and investing is something that takes time and preparation.

Taylor Financial’s owner, Thatcher Taylor, started in the advice industry in 2009. Thatcher holds the CERTIFIED FINANCIAL PLANNER™ designation, a BS in Business Management from Southern Utah University, and an MBA from Grand Canyon University. The 10 years of experience working with clients from first time investors to ultra-high net worth retirees gives Thatcher a wide lens to evaluate each client properly.

Our service is structured to establish the proper relationship, gather all of the relevant data, analyze the data, develop and present any recommendations, implement the changes, then most importantly, monitor and evaluate regularly and over long periods of time. This process all happens with feedback and inclusion with the clients.

All services start with a personal conversation and a complimentary introductory meeting. Pricing is flexible and fee-only, so we can structure things so you get the advice you need.

Visit our website to learn more. From there you can also request a complimentary consultation. We would welcome the opportunity to talk with you.

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Ideal Clients

  • Baby Boomers
  • Business Executives
  • Career Changers
  • Established Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo
  • Quarterly Fee: $300+/qtr
  • Flat Fee: $2,000+/engagement
  • AUM: 1.2%

SEC Records

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