The 5 Critical Questions You’ve Never Asked Your Financial Advisor

FREE “Must-Read” Report Reveals The Costliest Issues Over-looked When Choosing a Financial Advisor


  • This report shocks you at first, but is the key to your peace of mind
  • Critical Questions Revealed in FREE 5 Page Report

For many people, smartly managing their investments and savings have become absolutely necessary!

The good news is that there are little-known or understood tips to strategic wealth management and the selection of the RIGHT Advisor – allowing you to keep more of your hard-earned money.

My name is Montgomery Taylor and as a CPA and CFP, I have spent countless hours helping people in our area receive quality financial services while properly protecting their family’s assets.

It never ceases to amaze me when we talk to families and find out that they are either working with an array of “advisors” they don’t completely trust OR they are “going-it-alone.”

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As an ex-Police Officer and employee of the FBI, I understand your issues of trust and skepticism. Now, as a trusted advisor to many, many clients, I have heard their horror stories of bad advice and misdealing in their past. If you are tired of bearing the burden of investment management and/or the doubts about your current situation, then you may benefit from knowing the things that other Financial Advisors would rather you NOT know.

To learn more about the benefits you may be missing out on, I would like to offer you a FREE copy of my informative report,The 5 Critical Questions You’ve Never Asked Your Financial Advisor

Here are Just Some of the Secrets I Reveal in this FREE Report…

  • How to get started, once you realize you need investment help
  • How to select an advisor who is right for you
  • What questions are critical to your advisor selection process
  • Paying for results – not empty promises

Ready to Learn More?

Enter your name and address in the form below and I’ll deliver my FREE report, The 5 Critical Questions you’ve Never Asked Your Financial Advisor…, to your mailbox right away.

This free report is an invaluable resource full of straightforward, easy-to-understand tips and strategies to help you make sense of dealing with financial advisors and trusting whom you choose.

We work hard every day to ensure that families in our community invest prudently and safely, and we appreciate the opportunity to give back by offering this free information to the people who it may benefit the most.

I trust that you will find the information contained within to be both educational and timely. Don’t delay…get your FREE Report today!

Warm regards,

Montgomery Taylor, CPA

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Montgomery Taylor & Company, LLC
Registered Investment Advisor
2880 Cleveland Avenue, Suite 2
Santa Rosa, CA 95403
(707) 576-8700