Case Study… Need to Retire, But Feeling Nervous. Help!!
A secure retirement doesn’t just happen – it’s the product of careful planning, strategic deci
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Growing and
Protecting
Your Wealth
We help you clearly envision and define your
long-term goals and provide the prudent,
comprehensive advice you need to get there.
Trusted Financial
Advisory Services
30 Years of Experience
HAPPY & SECURE
in SONOMA COUNTY
by Montgomery Taylor
Best Selling Author
Montgomery L. Taylor, CPA, CFP
Monty Taylor founded Montgomery Taylor and Company LLC in his pursuit to provide the best integrated financial planning, investment and tax services to his clients. As both a Certified Public Accountant and Certified Financial Planner, Monty has over 30 years of investment and financial advisory experience. His passion is working with middle- to high-income clients to help them achieve their financial goals and the stability and lifestyle they’re seeking for and during retirement.
We welcome you to visit our office for a no-obligation, complimentary meet-and-greet. We’ll
give you a tour of our friendly office and answer any questions you have.
Call 707-576-8700 today to schedule your appointment!
MEET
The Man
Behind The
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Video Library
Welcome to our firm here are the services we provide
A Financially Secure Future is an online TV Show that helps
Who is Montgomery Taylor?
Learn who Monty Taylor is and how he can help you become financially
Why choose us?
In today’s episode of A Financially Secure Future, find out why Monty is a Financial Advisor
Happy & Secure in Sonoma County
3 Fears when Facing Retirement
Most people have three fears when facing retirement. Running out of money, losing investment principal
What do you want your retirement to look like?
A Financially Secure Future is an online TV Show that helps people plan for their financial future.
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This case study involves Shannon. Shannon, age 64,is a widow, works in a sales position and would lo
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