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July 30, 2010 @ 03:46 AM

Dow Jones Industrials 10,467.16- 30.72
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S&P 500 1,101.53- 4.60

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James W. Taylor

James W. Taylor

Mission Statement


I provide customized wealth management and protection strategies to assist my clients in addressing their financial objectives.


Biography


I was born in Florida, grew up in Colorado, and moved to Texas in 1985 to attend college. I spent two years at Texas Tech working on my degree and playing football for the Red Raiders. I later completed my degree, earning a BA, at the University of Texas at Arlington. Additionally, having received a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania, I have been awarded the title of Retirement Planning Specialist by AXA Advisors, LLC.  I am involved locally in the U.T.A. Alumni Association and Mansfield Soccer Association. My wife and I, and our child, live in Mansfield, Texas.


As a dedicated financial professional, I am committed to providing my clients the opportunity to address their financial futures. My education, experience, and professional affiliations have fostered my practical approach to providing financial education and planning services. I work with my clients to help them clarify and prioritize their specific goals, formulate a strategy to address them, and implement that strategy with the products and services that I offer. I know that when my clients succeed, I succeed, and a long-term relationship results.


Thank you for visiting my Web site, and please let me know how I can be of service to you.

Newsletters

Shelter Your Retirement Lifestyle

An umbrella liability insurance policy takes effect in the event that the limits of your primary insurance policies are exhausted.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

A Potential Income Source for the Risk-Averse

Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

More Newsletters →

Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators →

Contact Info

Phone: (817) 347-4029

james.taylor @axa-advisors.com

Local Office | Branch Office

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