Taurus Wealth Advisors
About
Since 2007 I have assisted clients with defining success by identifying what is most important to them and their families. I enjoy learning what my clients care about, how they feel about their financial goals, investments and most importantly how it impacts their future.
Specialties
Comfort with finances
Career stage
Annual income
Service type
Photos and videos
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
I start by learning about You. Understanding how you feel, your goals and concerns allows us to chart a path forward. I will review your goals and compare them to your current portfolio. We will discuss how I am able to assist and review a recommend investment strategy designed to meet your needs, comfort and understanding.
What education and/or training do you have that relates to your work?
Fully Licensed Financial Advisor, SEC and Firna Registered.
Series 7,6,63, 65
Do you have a standard pricing system for your services? If so, please share the details here.
Fee Based Asset Management
What types of customers have you worked with?
My current clients are a diverse group of people. The one thing they all have in common is the desire to take control of their financial futures.
What advice would you give a customer looking to hire a pro in your area of expertise?
When looking for a Financial Advisor, find someone that listens to what is important to you. They should not have a plan before they know who you are.