Wealth Advisor, CFP®
As a young kid growing up in Steamboat Springs, CO, Taylor often sat in his mother’s office at the local bank and listened to her handle her client’s financial issues and watched her help solve their financial woes. These experiences had a pronounced impact on Taylor’s view of individual finances, and pushed him to pursue a career as a financial advisor to help individuals build a successful financial plan.
Today, Taylor primarily works with individuals that are either working on wealth accumulation or planning for retirement. In building a trusting relationship, Taylor’s financial planning process starts by getting to know and understand the details of your particular financial picture. Whether you are building a retirement plan or an investment portfolio, each individual has different goals and objectives.
The next step involves creating a comprehensive road map for retirement or wealth accumulation. For retirement planning Taylor builds a plan toward securing your essential income, then focuses on ways to help upgrade your retirement, and finally discusses your estate planning needs. By utilizing factors such as Social Security benefits, pension income, and showing you ways to create income from your IRA, 401k, and other asset bases he helps tie things together so they may work to your long term benefit.
For the younger investor, Taylor takes into account future expenses like college or buying a home, while looking at ways to build wealth. During these all-important wealth accumulation years it is vital to strategically plan your account contributions, asset allocation, and investment performance. Through the use of various asset classes Taylor will aid you in constructing an individualized investment portfolio.
As a financial advisor Taylor holds a Series 7 and 66 FINRA licenses, as well as Life & Health and Annuities licenses. These allow him to employ a wide breadth of tools to create a tailored investment plan based on risk tolerance and financial objectives. Utilizing these diverse investment strategies available through Presidential Wealth Management, he is able help you achieve your financial goals.
With an athletic background in team sports, Taylor understands that preparation, communication, and proper implementation are also key components of his clients’ financial success. A University of Colorado-Boulder graduate, Taylor had the unique opportunity to lead Ralphie, the live buffalo mascot, onto the football field at each home game for four seasons. When not in the office, you’ll find Taylor participating in various sports such as skiing, mountain biking, golfing, motorcycling or playing tennis or hockey.
Taylor Leary shares his experiences and the challenges he faced during his three-year pursuit to receive the Certified Financial Planner designation.
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