WEALTH MANAGEMENT - Services
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Wealth Management: At W. R. Taylor & Company, everything begins with the relationship. The process identifies specific financial needs, goals, risk tolerance and investment horizon. An appropriate investment solution is presented for consideration. Upon approval, a strategy is implemented to assist in properly managing clients' assets. Regular portfolio reviews and communication keep clients informed of the progress of their investment goals. Retirement Services: We take the time to understand what retirement means for a client. This way, we can help develop a unique retirement planning strategy catered to an individual’s specific needs. Whether a client’s goal is to accumulate, preserve or transfer wealth, we are able to assist with the implementation, monitoring and review. Online Services: Our online service allows access to account information anytime, anywhere. Features include electronic funds transfer and bill payment services. Business Retirement Services: Through strategic alliances with the top retirement plan providers for the business 401(k) market, we are able to provide recommendations for a company’s retirement plan needs. We may also assist in selecting the appropriate retirement plan, including SEPS, SIMPLEs, and 401(k) plans. Furthermore, we can assist with deferred compensation plans for the corporation and its executives. Regardless of the plan, we will work diligently with both the employee and employer in providing retirement plan support, education and ongoing service. Cash Management: We offer a full range of highly liquid short-term investments to fulfill operational requirements and minimize risk to principal.
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