Your Goals

While each of our clients is unique, they all have one thing in common: They want unbiased investment advice from experienced professionals. Sound financial guidance and a long-term perspective will help you achieve your goals more steadily than short-term speculative investments.


  • Assessing Risk Tolerance
  • Investment Diversification
  • Tax Efficient Investing
  • Portfolio Rebalancing


  • Estate Planning
  • Withdrawal Strategies
  • Defending Against Market Volatility
  • Diversifying Your Retirement Income


  • Education and College Planning
  • Insurance & Risk-Management Analysis
  • Large Purchase Analysis
  • Tax Planning


While it is easy to get caught up in the state of the economy or the latest “hot” stock, we believe passionately that the way you invest should be aligned with where you are in your life…not with the short-term ups and downs of markets.

You should have a financial blueprint to help you manage your opportunities, needs, concerns and goals. We call this approach Asset Class Investing and believe it makes good sense as you plan for both today and tomorrow.

There are three things to remember about how Asset Class Investing can work for you and your family:

  1. It focuses your investment portfolio on meeting your life goals.
    It is an approach designed to help you manage towards your most important goals rather than to short-term market trends.
  2. It is based on science and academic research.
    It combines the latest discoveries in economics and investing with close to 90 years of market data and insights as well as in-depth studies of investor psychology and behavior.
  3. It is a disciplined and structured approach.
    It helps protect against the common behavioral mistakes that can compromise your long-term financial goals.


At Taylor Stephens Inc., we help you retire with confidence. We have expertise in helping you prepare to leave the workforce and enter the next exciting chapter of your life. We’ll create a detailed financial plan that will give you a road map to retirement … and beyond. Additionally, we’ll manage your investments to combat the three biggest threats to a long and enjoyable retirement: Longevity Risk, Inflation Risk, and Investment Risk.


Busy families juggle a lot: work, children, school, home, each other. It can be difficult to find even the time to have a coherent conversation about planning for the future, much less actually do something about it. This is where Taylor Stephens can help. We understand that time is your most valuable asset. Our services are high-touch, yet delivered efficiently in-person, on the phone, via email or video-conferencing. Taylor Stephens caters to your needs, providing a customized experience.


Taylor Stephens understands the pressures of being an attorney: deadlines, travel, hearings, depositions. We have years of experience working with a variety legal professionals and are responsive to their unique needs.


As business owners ourselves,Taylor Stephens understands the complexity of running a business. From accounting, employee benefits, buy-sell agreements, financing, we’ve seen it all. We’ll coordinate activities with your other advisors (CPA, attorney, banker) or open our expert-network to you.


As Executives you face many unique challenges when looking at your financial picture.  During the planning process we take a holistic view which includes analyzing your stock options, deferred compensation, retirement, insurance, and taxable investment accounts to address any potential gaps that may derail your financial goals.


At times in our life, all of us will experience a period of change – such as a career change, divorce, or loss of a spouse. During these often difficult times, sound, objective, and comforting guidance can aid a person during a particularly challenging time in their life.


You worked hard during your career and want to know how to sustain your wealth … and lifestyle. Taylor Stephens works with retirees, so that they can enjoy the fruits of their labor instead of worrying about their finances and investments.