#1
As a busy professional, running a practice is similar to running your own small business.The daily draw on your energy and attention leaves little left with which to give financial planning the effort and focus it requires.Fortunately, in the early stages of my career I met the experts at Taylor-Spies Financial Management.This led to what is now decades of wise counsel and steady positive portfolio growth.As I enjoy my early retirement, I could not be more pleased with the process or with the results.
--- Gordon T. Medical Professionals
#2
We had been with an investment advisor for over 40 years. A new direction was needed. I had to find someone new, not just for myself, but my whole family.
After spending hours of time interviewing prospective advisors. We have found the unicorn of investment advisors, Taylor Spies. We could see the level of expertise right away by how simple the Taylor Spies team made everything!
The transition from our ex advisor was quick and simple. At our convenience we sat down with the Taylor Spies team and hammered out a plan . Where we wanted to go , how we could get there, and most importantly what’s going to happen to our estate when we pass on . The level of service, and attention to details with the team at Taylor Spies is second to none!
We never experienced any of this with our last advisor. We are on a far better track with our short and long term investments / goals We could not be happier!
From our whole family, Thank you Taylor Spies!
---Rory, our New Client
#3
I have been a client withTaylor Spies Wealth Management Group for over 20 years. They have been knowledgeable, helpful, available. They have edited my ideas, soothed my anxieties and made it possible for me to have a comfortable lifestyle decades after my retirement. I can be a relaxed, trusting, investor.
---Marika S.