Welcome to the virtual home of Taylor & Associates, a Fiduciary Registered Investment Adviser and boutique financial planning firm located in Santa Monica, California offering comprehensive, fiduciary financial planning and investment advisory services to individuals, families and businesses. If a fiduciary relationship with your financial planner / investment adviser is important to you, look no further!
For more information on the firms' principal Nigel Taylor, please explore this web-site and to call or e-mail Mr. Taylor personally. I look forward to discussing your personal needs and how Taylor & Associates might provide investment advisory and financial planning services to you. Our Principal Nigel B Taylor has been active in the financial services industry since 1986.
For more information on the firms' principal Nigel Taylor, please explore this web-site and to call or e-mail Mr. Taylor personally. I look forward to discussing your personal needs and how Taylor & Associates might provide investment advisory and financial planning services to you. Our Principal Nigel B Taylor has been active in the financial services industry since 1986.
Services
Commission Insurance Services - Offered By Nigel B Taylor separately and distinctly under Individual License (Please read our ADV Form Part II). Asset Protection is a method of arranging tangible assets and real property in a way that will, hopefully, preserve as much value as possible for individuals and their families in the face of creditor attack.
Nigel B Taylor, CFP is often asked to contributed to local, regional and national newspapers, magazines, periodicals and television stories. If you need assistance with an article or feature and your deadline is more than 3 days, please call contact us via E-mail. Please let us know which publication you work for and when your deadline is.
Taylor & Associates is a FEE-ONLY Investment Adviser Firm. Most people are interested in having their investments managed in a fiduciary relationship for a fee. THAT is what we do! HOWEVER, some go a step further in California and offer insurance advice for a fee and nearly all of them violate California law because they don't have any kind of license from the Dept. of Insurance.
You know the importance of long-term retirement planning. Your future, and that of your employees, depends on it. What you may not know is how much your company can benefit from establishing the right retirement plan.
Whether you are a small businessman with less than 10 employees, or a larger company with 500 - 1,000 plus employees, you could have the same organizations managing your retirement plan assets that manage money for many Fortune 500 companies, or create your own model that provides you with maximum flexibility in your investment option choices.
Whether you are a small businessman with less than 10 employees, or a larger company with 500 - 1,000 plus employees, you could have the same organizations managing your retirement plan assets that manage money for many Fortune 500 companies, or create your own model that provides you with maximum flexibility in your investment option choices.
Simply put, Financial Planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a home, saving for your child's education or planning for retirement, disability or long term care. The financial planning process helps you take a "big picture" look at where you are financially, what you may need in the future and what you must do to reach your goals.
Reviews (7)
Steve Smith
Feb 07, 2022
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Ryan Parker
May 01, 2021
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Josh Biederstadt
Mar 22, 2021
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The guy who does taxes here is highly uninformed. He just copies and paste information with no true knowledge. If you aren’t the regular cookie cut tax filer he will basically have no idea how to handle you. If you ask questions regarding the return or just question his process he gets upset. He seems to forget he is providing a service. He is very lazy and I truly recommend going some where else. Hell pay the extra money at a chain tax place or just do it yourself. Save yourself a headache.
John Connor
Jul 09, 2020
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Q.
Dec 12, 2018
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Stacey Faircloth
Oct 05, 2018
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Frank Higginson
Jul 25, 2017
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I have been using aps for many years, the tax professionals here are exemplary. There prices are very suitable for what you get (lower than the chains). They will get you the most you are legally entitled. There expertise is unmatched. So don't fool around with big chains with someone who has been only doing taxs a month to 2years, let APS handle it with decades of experience.
Thank you again for your tax services, and the service to our country.
Thank you again for your tax services, and the service to our country.
