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Taylor & Associates is a California Registered Investment Adviser. We offer comprehensive fee services to individuals, families and businesses and maintain a fiduciary relationship with our clients. Taylor & Associates, is owned by Nigel B. Taylor, CFP®, former President of the Los Angeles Society, Institute of Certified Financial Planners (1999) and former Co-Chairman of the Financial Planning Association, Los Angeles. (2000) We have been offering financial services since 1986.
Our mission is to assist clients in achieving their life goals and financial planning objectives while protecting and preserving their estates as a lasting legacy for future generations. Our asset management services for a fee are offered without the conflicts of interest inherent in working with a broker or other salesman.
If you are unhappy with your current investment performance, nearing retirement and unsure whether your portfolio is suitable for you, or just looking for a competent professional to manage your assets, please contact us for a second opinion. For a modest fee, we will analyze your current portfolio based on your restated tolerance to risk, and mail you a comprehensive report. Please E Mail us from the contact page for details.
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Earthquake & Disaster Preparedness Alert: Nigel Taylor, CFP® appeared as a guest on Fox Television Channel 11's award winning Morning News show in Los Angeles with Jean Martirez to discuss ways of preparing financially for any disaster. To read Mr Taylor's comprehensive article on this topic, please CLICK HERE |
Special FeaturesIMPORTANT Retirement Plan and 401(k) Information: Are you an employer considering a retirement plan for yourself and/or your employees? New plans must be established by December 31st. in order to accept contributions for the current year. Substantially REDUCE your tax burden, we can help! Get The Details Here Health Insurance Basics: Here's a primer on choosing the right kind of health plan for you and your family. It explains the basics of PPO vs. HMO plans and what to look for. Get The Details Here SPECIAL FEATURE • Financial Planning Magazine recently published an abridged version of an article titled "Illegal Activities Of Fee-Only Planners In The Business Of Insurance" authored by Nigel Taylor, CFP®. This article was forwarded to the CA Dept. of Insurance for action. Here's the full version of this important article in Adobe .pdf format. Click Here
Pfisching: A Geeky word that you NEED TO KNOW!! If you want to protect your identity from theft, keep the money in your bank account, maintain your good name and reputation. Please, read this important article by Clicking Here! October 28, 2003: The IRS is announcing special tax relief for Southern California residents in the Presidential Disaster Area that was struck by wildfires beginning October 21, 2003. The disaster area counties are: Los Angeles, San Bernardino, San Diego and Ventura. If you live in these areas Click Here Tax Information and Help For Our Armed Forces. Tax Relief, Filing Extensions and information for our Troops serving in combat zones. Click Here. |
NOTICE:
If you have recently received an unsolicited commercial E mail advertisement
from any E mail address with "@protectassets.com", Please
"Click Here"
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Regular FeaturesOur Firm In The News! We are often sought out as a source of timely and relevant commentary by major trade and consumer publications on many different topics related to financial planning. Read More Check out our monthly newsletter, packed with consumer oriented articles related to financial planning. We also maintain an extensive news archive of articles. Read More Separately, Nigel Brian Taylor is a Freelance Writer who regularly publishes opinions regarding the politics of financial planning. Here you can read articles on how to check up on your financial planner, controversies surrounding fee-only vs. commissions, or the illegal activities of fee-only planners in insurance etc. You can visit his personal web site by CLICKING HERE. When you link to this web site, you are leaving this site so please read the hyperlink disclaimer below.* Affinity Fraud is on the rise, so much so that the North American Securities Administrators Association has published an important guide to affinity fraud. What is affinity fraud? Read More Identity Theft is something more and more people are being forced to deal with as white collar crime increases. Identity theft ruins lives and devastates families. Learn how to protect yourself. Read More Option Plan Primer: We've had a number of requests to re-post the article regarding option plans. This article is a basic primer for those with little or no knowledge of the topic. Read More |
Quotes For Individual & Group Health Plans for Businesses Of All Sizes Available On-Line
Or Simply Call 1 - 800 - 444 - 2237 Today!
IMPORTANT CONSUMER INFORMATION Nigel B. Taylor, CFP¨ is a Registered Representative of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered Broker-Dealer. In this regard, this communication is strictly intended for individuals residing in the states of California and Nevada. No offers may be made or accepted from any resident outside the specific state(s) referenced. Nigel Taylor is also separately registered as an investment adviser representative under Taylor & Associates, a registered investment adviser, offering advisory services in the State of California. As such, these services are strictly intended for individuals residing in California.
A broker-dealerâ"BD", investment adviser "IA", a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment adviser, BD agent or IA Representative, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
*At certain places on this web site, live links to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions, organizations or individuals totally independent of Taylor & Associates and Royal Alliance Associates, Inc. We do not endorse, approve, certify, or control these external Internet addresses and do not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness or correct sequencing of information contained at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy and timeliness. Access to all Pages and hyperlinked pages of this site are subject to the terms and conditions contained in the Disclaimer, Disclosure and Notice of Privacy documents. Please read each of these documents in their entirety. By accessing to any page on this site, you expressly agree to be bound by the written policies contained in the aforementioned documents. When you leave the web site of Taylor & Associates, you assume total responsibility and risk for your use of the site you are linking to.
CFP®, CERTIFIED FINANCIAL PLANNER™ and the CFP® flame logo are federally registered services marks of the CFP Board of Standards, Inc. CO.