How We Do It

How We Do It

Our Wealth Coaching, Wealth Teaming and Wealth Management services revolve around the creation of your GamePlan.  To be prepared to win in life, as in sports, you need to decide who you want to listen to, commit to work hard through the process and always keep your end goal in mind.  We focus our practice on working with entrepreneurs and self- employed professionals and those striving to be them.  No matter where you are in your career, if you like us and we like you, we can work together!

Wealth Coaching
All great champions have great coaches. Whether you are just starting your career, in your prime or nearing the completion of your career, guidance and coaching is vital to your success. With our Wealth Coaching services we help you to create your Game Plan and provide you accountability and direction.
Wealth Teaming
As your career develops, your situation becomes more complicated through growing demands on your time. When you are ready, we step in and team up with you to provide Investment Management in addition to a higher level of service and advice.
Wealth Management
Once you’ve started to reach the goals you have set, you must set new ones. The focus shifts from getting to the top to staying on top and what comes next. We assist to shift your focus from growing wealth to the protection and transfer of that wealth. We help you involve the next generation for what will come next for them. We work to coordinate all your assets and advisers to align with your new goals and direction.
The Game Plan

We work with you to develop your GamePlan through preparation of strategies and recommendations for:

  • Budgeting and Cost Savings
  • Education Planning and Funding
  • Custom Analysis of Risk Tolerance
  • Portfolio Analysis, Recommendations and Implementation
  • Insurance Strategies
  • Wealth Protection
  • Retirement Planning and Funding
  • Personal and Business Tax Strategies
  • Business Transition and Sale
  • Estate Planning
  • Legacy Planning for Next Generation

Registered Representative. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative; Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Stephen A. Taylor Wealth Management are not affiliated. Cambridge does not offer legal advice.