John R. Taylor, CMFC, CLTC
Serving Northern Utah
4155 Harrison Boulevard Suite 209 Ogden, UT, 84403
I help clients develop, manage and simplify their retirement so that they can enjoy their family and improve quality of life!
I would love to be the person who brings clarity and simplicity to your financial future.
Personal:
I have been married to Becky since 1982 and, together, we have 5 children and one grandson. I grew up in San Antonio, Texas and Becky grew up in Austin, Texas where we first met. Our family enjoys hiking and the beautiful Utah outdoors!
Education and Experience:
I graduated from the University of Texas with a BBA in Finance and have 19 years managing in the restaurant business, 11 years as a consultant and business owner. I have been a Financial Advisor since 1994 serving as a manager, trainer and now exclusively as a Financial Advisor.
I am a Chartered Mutual Fund Counselor (CMFC) through the College for Financial Planning and Certified in Long Term Care (CLTC) through the Corporation for Long Term Care.
I am licensed for Life, Health, Disability & Long Term Care in Utah, Idaho, Colorado and Texas, as well as Property and Casualty in Utah and Idaho.
The true test of stewardship is not what your money is doing for you, but what your money is doing to you. ---John Maxwel
Growing Assets:
- Annuities
- Retirement Funding
- IRAs
- Education Funding
Protecting Assets
Life Insurance:
- Term Life Insurance
- Mortgage Protection
- Disability Income Insurance
- Long Term Care Insurance
Small Business:
- Buy/Sell Agreements Funding
- Employee Benefit Plans
- Executive Benefit Plans
- Section 162/Executive Bonus Plans
- Deferred Compensation Plans
- Key Person Insurance Coverage
- Split Dollar Arrangements
- SEP Plan
Please contact me at:
4155 Harrison Boulevard Suite 209 Ogden, UT, 84403
Phone: 801-394-0672
. . . . or submit the form below, indicate your needs and we will contact you to let you know how we will help you.