Book a Meeting With Taylor J. Thompson

While serving in the Air Force, Taylor completed his Bachelors and Masters degree in Financial Planning, as well as his professional investment licenses. He then chose to transition to the Air Force Reserves in order to become a fiduciary financial advisor by day and Airman by weekends.

In the mid 1980s, Taylor's parents, Tim and Janelle, started their financial services firm in a small Midwest town. In addition to their mentorship and guidance, his academic pedigree has helped him to obtain a wide range of skills and tools to deeply serve his clients' financial needs. Taylor's career has been focused on helping blue-collar, middle-class Americans answer hard financial questions, while collaborating with clients to help achieve their financial goals.

Taylor and his team specialize in helping clients create, protect, distribute, and transfer wealth, while navigating the turbulent times we live in. His expertise lies within working with business owners, real estate investors, and clients with stock options to help them properly assess their risk profile and create a tax mitigation plan. Whether you are trying to create wealth, or are focused on the transfer of wealth, Taylor and his team are equipped to provide a comprehensive evaluation of the best path to achieve your desired financial goals.