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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

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

HOT TOPIC: Could High Oil and Gas Prices Derail the Recovery?

Gas prices began the year higher than normal and increased sharply. The forecast is for prices to rise to record highs by summer. But it’s not just drivers who are feeling pain at the pump. This article will explain some possible reasons why gas prices have been rising and discuss the potential implications for consumers, businesses, and the broader U.S. economy.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

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Calculators

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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.

Lease Interest

What's the interest rate on the lease you're considering?

More Calculators →

Contact Info

Phone: (817) 347-4029

james.taylor @axa-advisors.com

Local Office | Branch Office