Financial Resources Working Together

With precise language and a wealth of fresh ideas, Montgomery Taylor’s new book, Before It’s Too Late, will have anyone of retirement age rethinking their old retirement plan. Taylor’s well-researched strategies include a financial “bucket list” of critical things to do for guaranteed lifetime income. include a financial “bucket list” of critical things to do for guaranteed lifetime income.

“Failure to plan is futile. Montgomery Taylor’s book pounds this fact home. A great read for boomers.” – David Voss, Executive Vice President, Exchange Bank, Former Board Chairman of the Sonoma County Community Foundation.

In Before It’s Too Late, Monty advocates pulling together information and goals from all financial disciplines—taxes, investments, wealth preservation, risk management, legal documents, etc.—and combining previously incongruent pieces of advice into an all-inclusive financial picture, thereby helping retirees make wise financial decisions.

“Your tax guy does his thing. Your attorney does her thing. Your investment guy is doing his thing and your insurance people are doing their thing. Sure, they may all be great at what they do. The question is though, is each advisor’s work fashioned in such a way that it integrates perfectly with each other component of your financial life? Does it effectively, and efficiently, accomplish your lifetime financial objectives and allow you to be worry-free, at least financially?”

Before It’s Too Late is the road map to a lifetime of income and the security retirees want to achieve.

Montgomery Taylor is the owner of a CPA firm in Santa Rosa, Montgomery Taylor, CPA, and a separate investment management company, Montgomery Taylor & Company, LLC.

After growing up in the Alexander Valley region of Sonoma County, he began his 33-year career as a stockbroker, then as a Certified Public Accountant, Certified Financial Planner, and Registered Investment Advisor.

For more information, or to arrange a personal interview with Montgomery Taylor, call (707) 576-8700 or email monty@taxwiseadvisor.com.