Investing in the Community of Humboldt County
Thank you for interest in Amy Taylor, Ken Houldsworth and LPL Financial. We are independent financial advisors who understand how overwhelming it can be to navigate the world of financial planning and investment management. With ongoing guidance and straightforward advice, we make it easy to feel confident about your financial future.
We know that goals are personal and unique. We are committed to helping you discover and prioritize what is most important to you. Investing is a lifelong process and we are here to help you through all stages of the cycle. Together, with our clients, we create customized financial plans designed to bridge today’s reality with tomorrow’s dreams. Serving our customers is always our top priority. Our clients appreciate the high level of customer service, ongoing education, and customized strategies that we provide.
Our office is conveniently located at 1400 10th street in Arcata, California. We work with clients locally and throughout the country. In addition to our business, we care deeply about helping our community. We invite you to contact us today to learn more about how we can help you in the pursuit of your financial and investment goals.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
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A letter of instruction provides additional and more personal information regarding your estate.
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