Taylor Wealth Management Group

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Ivette Taylor

Ivette Taylor

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Ivette Taylor's website

Team

Kamala Davis

Kamala Davis

Client Service Manager,

Operations Specialist

Qualifications

  • Notary Public

Roles & Responsibilities

  • Client Service
  • Appointment Scheduling
  • Business Processing
  • Money Movement & Transfers
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Kristine Evangelista

Kristine Evangelista

Financial Planning Assistant,

Administrative Assistant

Qualifications

  • B.A. in Economics

Roles & Responsibilities

  • Client Data Collection & Review
  • Financial Planning Preparation
  • Advisor Website & Social Media Management
  • General Client Service
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