New York Life
Wednesday 11:45am - Fort Collins CO
Hi, my name is Taylor Malott with NYL, and I am a holistic financial strategist.
I help individuals and small businesses fund the retirement of their dreams without sacrificing their current lifestyle. All while protecting what is important to them, their families, their employees, and their livelihood.
I educate my clients, especially on the importance of tax diversification, so that way they keep more of their hard-earned dollars working best for them.
If the last few years has taught us anything it’s that things can change without warning. When was the last time you had your portfolio reviewed? I would be happy to give you a free analysis. Let’s have a conversation about your unique situation and protect what matters most to you, so you are prepared for whatever life throws your way.
Again I am Taylor, I would be happy to design a tailored strategy just for you.