Taylor & Huntley Financial Group

CONNECT

Address:

51 W. Hollamon Street
Camp Verde, AZ 86322


1600 W University Ave
Suite 104
Flagstaff, AZ 86001

Phone:

928-567-9512

Fax/Other:

928-567-3364 ,

QuickStart

 

Our QuickStart program is great for those who are seeking guidance on a few big financial questions, but not desiring the more time consuming and in-depth comprehensive plan. The process leads to a clearer picture for you to move forward on with confidence and peace of mind.

 

What’s covered:

A detailed and robust conversation around a specific financial question that you have such as help getting organized, balancing savings, debt, and spending, student loans, investing 401(k)/IRA, insurance needs, and more.

 

What’s included:

Our QuickStart process starts with a 15-minute call to make sure we’re a good fit and will be able to help you in the area you need help. Next, there is a 60-90 minutes consultations, either in person or online. During this time, we will ask more in-depth questions to really understand your needs. We will take a few days to put the action points together and communicate them via the phone/email. Once our recommendations are in place, you get 30 days of email and phone support from a financial planner to help you implement the plan and clarify points.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck