What is the meaning of life?   |   What is the meaning of retirement?

These are possibly the two biggest mysteries of life! Many of us spend countless hours gazing in to the stars at night while contemplating these very questions. Discovering the meaning of life might elude us, but the meaning of retirement has a more plausible definition. The irony is that the meaning of retirement has as many variations as there are people that attempt to answer this question.
 
The question to start with is, “when will I start to plan?” Because, the meaning of retirement is what you realistically plan for and execute. [C. Taylor 2014]
 

CHARLES TAYLOR AWMA® CMFC®

Owner | Investment Advisor

P: (612) 963-9166
F: (612) 437-4920
E-mail: chuck.taylor@fourpointsadvisory.com

Personalized and Professional Planning...

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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)  | 2015 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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