Authored Books by Montgomery Taylor

Happy & Secure in Sonoma County
“My favorite part of this book is how it includes detailed, personal stories that illustrate the human side of financial planning, then uses those words to provide a framework for helpful feedback and tools that readers can use to better plan their future. IT has solid advice that covers situations that many of us might not think about – but should.”

Julie Fadda Powers, Editor, NorthBay Biz magazine

Before It's Too Late: Retirement & Estate Solutions
“Montgomery Taylor offers honest and sound concepts for stable, long-term investment, tax and estate planning strategies.  Utilizing his disciplined advice, readers who range from just starting out to the recently retired will reap significant financial benefits.”

Michael Arendt, Vice President, Exchange Bank

New Rules of Success

eBooks – Download your free copy!

Realistic Financial Planning
Understanding Social Security Benefits
401(k) Rollover Handbook
Your Retirement Handbook