Amy Taylor

CONNECT

Address:

1400 10th Street
Arcata, CA 95521

Phone:

707-822-7241

Fax/Other:

707-822-2633

Services

We invest ourselves in helping our clients meet their long-term goals and provide them with the time and attention it takes to create personalized investment plans. No two clients are alike, which is why we offer a comprehensive suite of services designed to address your unique needs, wherever you are in life:

Wealth Management:

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:

  • Bonds
  • Stocks
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Government Securities
  • Brokerage Accounts
  • Alternative Investments
  • Variable Annuities

Financial Planning Strategies:

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

  • Retirement Planning Strategies
  • Income Planning Strategies
  • College Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Analysis Strategies

Insurance:

Do you have the right insurance to help protect your assets? We can help you address your insurance needs and assess appropriate options, including:

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance

We encourage you to contact us today to learn more about our personal, high-touch investment process.

Financial planning offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC