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Four Points Advisory specializes in working with Small Business Owners and Individuals

  • Our Vision Affordable Access to an Investment Advisor of Your Own

  • Our Goal Reducing & Deferring Current Tax Liabilities While Building A Financial Foundation for Life and Managing Risk

  • Our Function We will work to identify common investment mistakes and oversights in order to create a personalized financial plan that address our clients current needs, while taking in to consideration their future aspirations. We will follow-up by performing progress reviews and discuss life events that might need to be taken into consideration.

  • Our Value As an independent advisor we're not obligated to use any one product; we will explore and sort through the many investment options in order to design an open market solution that will benefit our clients.

  • Action Item Call me directly or e-mail me to arrange a for complimentary, no-obligation, initial consultation. We do not charge our clients to talk with their advisor.



Download: Emotional Cycle of Investing  |  Download: Rollover Your 401(k)  | 2014 Retirement Plan Contribution Limits


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Securities and Advisory Services offered though World Equity Group, Inc. | Member FINRA/SIPC
Charles Taylor dba Four Points Advisory is licensed to do business in MN, WI, & FL
Four Points Advisory and World Equity Group, Inc. are independently owned and operated.
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