• Text Size: A A A
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

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

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.

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.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →

Contact Info

Phone: (817) 347-4029

james.taylor @axa-advisors.com

Local Office | Branch Office