Steve Taylor| CFP®
Colt Financial, LLC
- Fee-Only Financial Planning
- Financial Review
- Employee Benefits
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
Franklin, MA 02038
Fee-Only & Fiduciary
Steve Taylor is a Franklin, MA Fee-Only Financial Planner serving Franklin and all surrounding areas. Colt Financial, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Steve Taylor is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Steve Taylor is a Fee Only Financial planner in Franklin, MA. Steve Taylor is a NAPFA-Registered Financial Advisor.
Creating your own financial plan is stressful. Meeting long-term goals with current lifestyle needs and building consensus with your partner is a delicate balancing act.
I'm Steve Taylor, Certified Financial Planner, father, husband and outdoor enthusiast. I understand the push and pull between living a full life and preparing for the future.
I am a fee-only financial planner with over 10 years experience in the investment world. I put client's hopes, dreams and needs first with one goal to:
GUIDE AND EMPOWER YOU TO MAKE WISE FINANCIAL DECISIONS FOR YOUR FUTURE.
Become Empowered to Invest Confidently
The financial industry is sound, investing for the future is sound and your financial planner should be your advocate and teacher.
That's why Colt Financial is different -- my mission is to guide and empower you to make wise financial decisions. Here’s how:
Listen & Explore
Every planning package begins with your hopes and dreams. You share your goals, I'll listen. It's not my job to tell you what's important in your life. It's my job to figure out the best path to achieving your goals.
Together we'll explore your options and develop a plan tailored specifically to your needs.
Educate & Guide
With your goals and final destination in mind, I'll present the most appropriate options and products. I do not sell any products and am beholden to no one but you, so you can rest easy that I'll recommend solutions which are in your best interest.
Besides, the key to Colt Financial is client education. Everyone who steps in my office gets the information they need to make informed decisions. I help steer, but ultimately you're the one in the driver's seat. I make sure my clients fully understand where their money is going.
Transparent & Reasonable Fees
With traditional financial planning, hidden costs and exorbitant fees take more of your money than you should reasonably pay.
Colt Financial maintains the highest standard of customer service and fiduciary trust while remaining 100% transparent with all our fees.
You'll have peace of mind that your finances are in order, your retirement secure and the added bonus of keeping more of your hard-earned money.