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 ,

the Retiree

the Retiree

 

Retirement is a big transition for everyone- we can help make your retirement less stressful and more like the one you have always dreamed of. We start with identifying what's important to you through a robust discussion around your values, lifestyle, and goals. Then we analyze your current financial situation and develop a plan to get you more likely to achieve your goals. We review your estate plan to make sure your plans will be carried out to your specifications.  A few ways we help Retirees are:

-Gap analysis of current investments

-Insurance Analysis

-Legacy planning

-Social Security strategies

-Distribution projections

 

 

 

 

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