We look to establish not long-term, but rather life-long, conventional relationships. All of our services are provided on a "fee basis," except in those instances where a specific product utilization is either not available or appropriate. In any such instance, other compensation derived or charged will be fully disclosed to the client in advance.
Investor Coaching & Education
Portfolio Design & Investment Management
Retirement Analysis and Strategies
Outside Speaking and Lecturing (Please contact our office for topics and availability).
Fred.Taylor@Taiadvisor.com | 770-578-0257