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How May We Assist You?

Taylor & Associates is a California Registered Investment Adviser. Separately, Nigel Taylor, CFP® is registered representative of and offers securities through Royal Alliance Associates, Inc., Member FINRA / SIPC, a registered Broker-dealer. We are a full service firm offering the following services to our clients, currently in California, Nevada and Arizona. Please read our disclaimer for complete details about our firm before contacting us.

Introducing The Owner, Nigel B. Taylor:

Nigel Taylor is a CFP® Certificant specializing in domestic and international business, retirement, estate and asset protection planning services to a wide variety of clients and businesses. The mission of Taylor & Associates is to ensure that clients achieve their planning objectives and to assist them in protecting and preserving their estates as a lasting legacy for future generations. Mr. Taylor provides a very personalized service, coordinating with other qualified professionals such as attorneys and accountants to serve the client's best interests.

Mr. Taylor accepts all methods of compensation (Fee-only, and fee based services) depending on the client's unique situation and the type of advice given with the method of compensation to be agreed upon in advance and incorporated into the written client agreement. All compensation received is fully disclosed. Mr. Taylor began offering comprehensive planning services in 1985 and graduated from the College of Financial Planning, Denver, CO in June 1993. He is fluent in English of course, as well as German & Swedish. He was a member of the Institute of Certified Financial Planners from 1992 until the merger of the ICFP with the IAFP in 1999. He served as the Chairman of the Financial Planning Association, Los Angeles Chapter in 2000, a nonprofit professional membership organization and the first fully electronic FPA chapter in America.

On November 14, 1999 under Mr. Taylor's presidency, the Los Angeles Society of the Institute of Certified Financial Planners was awarded the David M. King Award as "Outstanding Society of the Year". The David M. King national awards program, introduced in 1995, honors the memory of David M. King, the only two term President of the Institute of Certified Financial Planners who died in 1991. The award for Society of the Year is awarded to local ICFP societies for outstanding achievement in six categories, namely: Administration & Leadership, Membership, Education,Public Relations, Technology and Government Relations.

 

  • Comprehensive Financial Planning

  • Fee-only Asset Allocation & Portfolio Monitoring

  • Employee pension planning services

  • Defined Benefit & Defined Contribution Plans, IRA's, 401K's, 403B's, tax qualified and non-tax qualified fixed and variable annuities*

  • Gift and Estate Tax Reduction Planning, Estate Tax Calculations

  • Business Succession Planning, Buy-Sell Agreements

  • Life, Health, Disability, Long Term Care and Medicare Supplements. (California & Arizona Only)

  • International & Multi-jurisdictional Income, Gift, and Estate Tax Research and problem solving

 Our Services

 

  • Tax Planning and Implementation
  • Personal and Business Budgeting
  • Charitable Gift Planning Charitable Foundations, Lead, Annuity, Remainder, and Unitrust Planning
  • Estate/Probate Planning Projections and Forecasts
  • Disability and Life Insurance Needs Analysis
  • Schematic of Present Estate Plan
  • Marital Deduction Trusts and Life Insurance Trusts
  • Retirement Needs Analysis
  • Cash Flow and Net Worth Statements

Memberships and Associations:

  • Chairman, Financial Planning Association, Los Angeles Chapter, 2000

  • President, Los Angeles Society, Institute of Certified Financial Planners, 1999

  • Member, Institute of Certified Financial Planners 1992 - 2000

  • Member, Financial Planning Association (FPA) 2000 - 2002(The FPA was formed through merger of the ICFP & IAFP)

  • Member, Editorial Review Board, National Journal of Financial Planning 1995 - 2001

  • Member, Board of Directors, Los Angeles Society, Institute of Certified Financial Planners 1996 - 2001

  • Director, Board of Review, 50 Best Research Group, Florida. Publishers of the Reference Guide and Publication "50 Best Financial Planners In America" (And why you should use them) 1999 - 2003

Qualifications:

  • CERTIFIED FINANCIAL PLANNER™ Certificant (Board ID Nr. 048832)

  • Life & Variable Agent, California & Arizona Only. ( California Dept. of Insurance license number 0716446 Arizona License number 850564)

  • FINRA Series 6, Investment Companies and Variable Contracts Representative

  • FINRA Series 7, General Securities Representative

  • FINRA Series 24, General Securities Principal.

  • For non-advisory clients, Securities offered separately by Nigel Brian Taylor, CFP® as a Registered Representative of Royal Alliance Associates, Inc. a registered Broker-dealer, Member FINRA / SIPC.

  • Taylor & Associates is a CA Registered Investment Adviser

Honors & Published Articles:

  • Operations Manager, LAS-ICFP Financial Planning Expo 1996, Los Angeles

  • Honorable mention, 1996-97 Silver anniversary edition & 1998 edition of "Who's Who in the West"

  • Honorable mention, 1997 14th., 15th. & 16th. editions of "Who's Who in the World"

  • Honorable mention, 30th. & 31st. Editions of "Who's Who in Finance & Industry"

  • Honorable mention, 52nd. & 53rd. & Millennium editions of "Who's Who in America"

  • Author, "Domestic & International Estate and Asset Protection Planning for the Resident Alien Parts 1 & 2" April and June 1996, National Journal of Financial Planning

  • Author "Choosing a competent Financial Planner" April 1997, Amicus Curiae

  • Contributor, "Mass-Customizing Client Service Through High-tech, High-Touch Communication" Written by Ed McCarthy, CFP June, 1997, National Journal of Financial Planning

  • Author, "Practice Standards & Rules of Professional Conduct for CFP Licensees and Financial Planning Practitioners" October 1997, IAFP's "Financial Planning" Magazine

  • Contributor, "Protect Your Assets" Written by Richard Boothe, Spring 1998, Senior Saver.

  • Contributor, "Dual Citizenship Issues" Written by Donna McKenna, January 1999, Ticker Magazine.

  • Contributor, "Financial Planning and the Internet" Written by Richard Bierck, January 1999. Bloomberg Wealth Manager

  • Numerous Quotes throughout 1999 in magazines and newspapers such as Ticker, Financial Planning, Dow Jones Investment Advisor, Registered Representative, The Los Angeles Times, L.A. Business Journal etc.

  • During My Presidency, the Los Angeles Society of the ICFP was awarded the national honor of "1999 David M. King Outstanding Society of the Year" For its contribution to the Profession of Financial Planning

  • Contributor, International Aspects Of Estate Planning "Los Angeles Times, Money Makeover Section" January 25, 2000

  • Biography and Feature Article Regarding my Practice, "Financial Planning", February 2000.

  • Contributor, "Financial Planning: Born in the USA" written by Jason Spits. Money Management Magazine, Australia. (August 3, 2000)

  • Author, "Opinion paper on the Proposed Changes to the CFP Board Code of Ethics" Financial Advisor Magazine (September 2000)

  • Contributor, "Use Caution Seeking shelter Offshore" written by Ed Rabinowitz. Physician's Money Digest (September 15, 2000)

  • Contributor, "Fiestas: cómo sobrevivir financieramente" written by Yolanda Arenales, Editora Asistente de Negocios, La Opinión Domingo, 12 de Noviembre de 2000.

  • Contributor, Talking Turkey Before Tying the Knot, an article regarding pre-marital financial planning published in the Los Angeles Business Journal, August 29, 2002
  • Contributor, Wall Street Journal Article on Laddering Bond Portfolios from October 3, 2002

 

CFP®, CERTIFIED FINANCIAL PLANNER™ and the CFP® flame logo are federally registered services marks of the CFP board of Standards, Inc. CO.