Scott runs a team of hard-working and empathetic comprehensive financial planners whose ultimate goal is to give back time and provide peace of mind! Our team helps clients with the full range of financial planning, including risk mitigation (life, disability, and long-term care insurance), budgeting and debt repayment strategies, estate planning, investing (401k, 403b, IRA, ROTH IRA, Stocks/Bonds), saving for a child, house purchase, tax efficiency planning, etc. Scott’s team has an intentional focus on the LGBTQ community, and assists with LGBTQ specific topics such as – domestic partnership vs. marriage, planning for children, combining finances for same-sex couples, etc. Our team’s goal is to create a long-term relationship that empowers, educates and helps you achieve financial freedom! Visit Scott's LinkedIn profile at https://www.linkedin.com/in/scotttaylorjr/.
|
|
Website: 
City(ies): Santa Monica
State(s): CA
Country(ies): USA
Contact: Scott Taylor Jr.
Email: 
Phone: 908-812-4103
Year founded:
Employees:
Attachments: 
Promotions
Participation in the Gay Parenting Assistance Program and the Membership Benefits Program:
Note: in most cases the best way to take advantage of these offers is to reach out using our REFERRAL FORM, and include your certificate number.
GPAP Stage II - Financial planning for Stage II recipients
GPAP Stage I - See MBP. Annual quota: Unlimited cases per year.
Membership Benefits Program (MBP):
- Will provide an initial educational consultation, free of charge, to anyone looking to discuss their financial planning.
- This consultation would: - introduce them to what working with a financial advisor would look like, - answer any questions they have about finances - provide preliminary thoughts / provoking questions to get them thinking about saving/budgeting/investing - will provide education on best practices for saving to have a baby - provide thoughts about how to best protect their family or things to do BEFORE having the baby.
Special steps needed to access the benefits: Send email with the membership number and mention MHB.