Help – I Received an IRS Notice!
Financial Tip Article, August 2019 Ah, summer— ‘tis the season…and I’m not talking aboutRead More
We help you clearly envision and define your
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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.
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This case study involves John and Amanda. John is age 52 and plans to work another 13 years. AmandaRead More