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James W. Taylor

Mission Statement


I am a trusted financial practitioner working for successful entrepreneurs and professionals who desire a full service financial firm. By diligently researching the top tier financial products and services in the marketplace, I empower my clients to make informed financial decisions. My commitment to excellence in developing practical, customized recommendations, as well as my strategic alliances with other financial professionals, permits me to focus on the unique wealth management and protection concerns of each client. This consultative approach affords clients the opportunity to remain focused on the important things in their lives, thus giving them time for what matters most.


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.


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

Newsletters

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

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Calculators

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Credit Card Debt

How Long Will It Take to Pay my Balance?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Contact Info

Phone: (817) 347-4029

james.taylor @axa-advisors.com

Local Office | Branch Office