Douglas Taylor (CFP®, CPA/PFS)

Douglas Taylor focuses in the
following client markets or areas of practice:

College/Education Planning

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Middle Income Client Needs

Retirement Plan Investment Advice

Planning Specialties

We provide objective, comprehensive, financial, investment, tax and life planning advice for a fee and receive no commissions from the recommendation, purchase, or sale of products or referrals. There is no incentive for the advice we provide except to benefit you and assist you to meet your goals. We have strong expertise in investments, taxes, retirement distributions and education planning.

Additional Information

Doug Taylor is a Certified Financial Planner TM professional (CFP) and a CPA/PFS. This unique blend of credentials enables Doug to provide comprehensive objective financial planning, investment, retirement and tax advice. Doug strictly adheres to the highest fiduciary standards. By always working for his clients' best interests, Doug fosters relationships developed with trust and confidence. Doug's professional certifications are complemented by his significant CPA experience with a Big Four firm, working in Los Angeles, London and Houston, two years as an integral part of a Forbes 400 billionaire's financial team. This comprehensive, hands-on experience enables Doug to effectively assist families and individuals in developing a financial plan compatible with their current lifestyle and future goals.