Video Gallery

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.

Do you really know where your money is going?

A Financially Secure Future is an online TV Show that helps people plan for their financial future.

How well do you know your financial advisor?

A Financially Secure Future is an online TV Show that helps people plan for their financial future.

Our holistic approach

We want to know what you want and need. Through our holistic approach, we can help you accomplish your dreams.

Our planning pyramid

Do you have all the blocks of your financial pyramid? Monty explains the different blocks and gives you tools

Our investment philosophy

Monty’s investment philosophy helps to manage risk, and helps our investment clients be successful.

6 Ways to save money on your taxes

It is tax time again. In this week’s episode of “A Financially Secure Future,” Monty explains 6 simple ways

Why choose a CPA as your investment manager?

It’s that time of year when we are all thinking about our taxes.

I run a small business! Can I retire?

Do you own a small business? Many in this situation worry that they may not be able to retire.

What does your tax return tell you?

A Financially Secure Future is an online TV Show that helps people plan for their financial future.