iamafiduciary.com

Taylor & Associates • Asset Management Fiduciary Financial Planning & Investment Advisory Services

Welcome To Taylor and Associates. Welcome to the virtual home of Taylor and Associates, a Fiduciary Registered Investment Adviser and boutique financial planning firm located in Santa Monica, California offering comprehensive, fiduciary financial planning and investment advisory services to individuals, families and businesses. If a fiduciary relationship with your financial planner / investment adviser is important to you, look no further! Nigel B. Taylor is a regular contributor to nationally publi...

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CONTACTS AT IAMAFIDUCIARY.COM

Nigel Taylor

PO B●●●●7068

Beve●●●●ills , California, 90212

UNITED STATES

1310●●●●1126

ni●●●@protectassets.com

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Nigel Taylor

PO B●●●●7068

Beve●●●●ills , California, 90212

UNITED STATES

1310●●●●1126

ni●●●@protectassets.com

View this contact

Nigel Taylor

PO B●●●●7068

Beve●●●●ills , California, 90212

UNITED STATES

1310●●●●1126

ni●●●@protectassets.com

View this contact

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Taylor & Associates • Asset Management Fiduciary Financial Planning & Investment Advisory Services | iamafiduciary.com Reviews

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Welcome To Taylor and Associates. Welcome to the virtual home of Taylor and Associates, a Fiduciary Registered Investment Adviser and boutique financial planning firm located in Santa Monica, California offering comprehensive, fiduciary financial planning and investment advisory services to individuals, families and businesses. If a fiduciary relationship with your financial planner / investment adviser is important to you, look no further! Nigel B. Taylor is a regular contributor to nationally publi...

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3 spam alert

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5 asset allocation

6 retirement plans

7 financial planning

8 estate planning

9 international estate planning

10 senior scams

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Taylor & Associates • Asset Management Fiduciary Financial Planning & Investment Advisory Services | iamafiduciary.com Reviews

https://iamafiduciary.com

Welcome To Taylor and Associates. Welcome to the virtual home of Taylor and Associates, a Fiduciary Registered Investment Adviser and boutique financial planning firm located in Santa Monica, California offering comprehensive, fiduciary financial planning and investment advisory services to individuals, families and businesses. If a fiduciary relationship with your financial planner / investment adviser is important to you, look no further! Nigel B. Taylor is a regular contributor to nationally publi...

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iamafiduciary.com

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Taylor & Associates • About Our Asset Management Fiduciary Financial Planning & Investment Advisory Services

http://www.iamafiduciary.com/services.html

At Taylor and Associates, we provide expert assistance in the following areas on a FEE-ONLY basis:. Fiduciary Investment Advisory Services. Portfolio Analysis and Second Opinions. All types of IRA plans. No Load, No 12B1 Fee Mutual Funds. Fiduciary Financial Planning Services. Retirement Plan Design and Implementation. Investment Policy Statement Drafting and Review. Charitable Remainder and Unitrust Planning. Fixed and Variable Life Insurance. Fixed and Variable Annuities. Long Term Care Insurance.

2

Asset Management Services Offered By Taylor & Associates, Santa Monica, CA

http://www.iamafiduciary.com/asset.html

Our Asset Management Services. Taylor and Associates is a FEE-ONLY. Investment Adviser Firm. Most people are interested in having their investments managed in a fiduciary relationship for a fee. THAT is what we do! Don't be fooled into working with a fee-only planner who breaks the law in the name of being unbiased. You'll pay twice for the advice. To offer competent and ethical advice for over 28 years! As asset classes change enough to become inconsistent with the client's tolerance to risk or allocati...

3

Health Insurance Basics - A Primer

http://www.iamafiduciary.com/health.html

This discussion is designed to provide very basic, easily understandable and comparative information regarding PPO and HMO plans and should not be viewed as a representation of any specific terms, conditions, benefits, limitations or exclusions of any particular health insurance company or product. All terms and conditions as well as benefits, limitations and exclusions are contained in each company's plan documents. So, what is a PPO Health Insurance Plan? What is an HMO Plan? So Which to Choose? For ex...

4

Professional Disability Insurance - A Primer

http://www.iamafiduciary.com/disability.html

Professional Disability Insurance From The Guardian Insurance Co. NB Insurance Services are offered separately and distinctly by Nigel Taylor in CA under an individual license 0716446 since 1986. Taylor and Associates is not an insurance agency and offers no advice in insurance matters. ProVider Plus Disability Income Policy:. Qualified Sick Pay Plans: Do you expect to continue paying wages to yourself or a key employee in the event of sickness or injury? All it takes to avoid this situation is a simple ...

5

Long Term Care Insurance - A Primer

http://www.iamafiduciary.com/longtermcare.html

Long Term Care and End of Life Considerations. Time to discuss such issues! Many seniors fear their own mortality and in that respect, I’m guilty as charged. I avoided creating my estate plan until I needed a sinus operation in 2001 because I was sure I’d die some horrible death from an allergic reaction to the anesthetic. Such thoughts are irrational but difficult to overcome. Do not discuss such matters on birthdays, Christmas or Thanksgiving or any gathering that is being held for a different reason!

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Taylor & Associates • Asset Management Fiduciary Financial Planning & Investment Advisory Services

Welcome To Taylor and Associates. Welcome to the virtual home of Taylor and Associates, a Fiduciary Registered Investment Adviser and boutique financial planning firm located in Santa Monica, California offering comprehensive, fiduciary financial planning and investment advisory services to individuals, families and businesses. If a fiduciary relationship with your financial planner / investment adviser is important to you, look no further! Nigel B. Taylor is a regular contributor to nationally publi...

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