Colt Financial, LLC
Fee-Only Financial Planner serving the Norfolk County area and beyond.
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.
Steve Taylor is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Steve Taylor is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Steve Taylor is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Steve Taylor is a Certified Divorce Financial Analyst® (CDFA®)
A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
Steve Taylor is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Steve Taylor
22 Lawrence Drive
Franklin, MA 02038