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CLarity, Confidence, Collaboration


 

 

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CLarity, Confidence, Collaboration


 

 

 
 
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WELCOME TO COLT FINANCIAL

I'm Steve Taylor a Certified Financial Planner ™ practitioner, father, husband and outdoor enthusiast. I understand the push and pull between living a full life and preparing for the future. 

I am a fee-only financial planner with over 10 years experience in the investment world. I put client's hopes, dreams and needs first with one goal: 

TO GUIDE AND EMPOWER YOU TO MAKE WISE FINANCIAL DECISIONS FOR YOUR FUTURE

 

What is your next step?


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Connection Story


Connection Story


JOIN THE FINANCIAL PLANNING REVOLUTION

 

KEEP MORE OF YOUR MONEY AND GET ALL THE PEACE OF MIND.


"Ten-thousand years running and you don't care about anyone else but yourselves."
"Hey, how'd you know our cheer?"

- Jacqueline White & an Investment Banker | The Unbreakable Kimmy Schmidt


It's no wonder large financial firms are the butt of many jokes and often the lead story in the nightly news. They haven't done much to rebuild their trust and reputation -- but that doesn't mean you don't need financial planning.

It just means it's time for a different kind of financial planner.

I’m a financial planner because I love helping people.

After 10 years working for some of the biggest companies out there, I was done with:

  • Incentives to put my employer's needs ahead of my clients.
  • Halfhearted approaches or complete omission of client education
  • Hidden fees and lack of transparency about the true cost of portfolio management
  • Exorbitant fee structures, 4-5x the necessary compensation rate

I never bowed to the pressures to do anything less than the very best for my clients. I bring that same drive to Colt Financial.

Become Empowered to Invest Confidently

The financial industry is sound, investing for the future is sound and your financial planner should be your advocate and teacher.

That's why Colt Financial is different -- my mission is to guide and empower you to make wise financial decisions. Here’s how:

Listen & Explore

Every planning package begins with your hopes and dreams. You share your goals, I'll listen. It's not my job to tell you what's important in your life. It's my job to figure out the best path to achieving your goals.

Together we'll explore your options and develop a plan tailored specifically to your needs.

Educate & Guide

With your goals and final destination in mind, I'll present the most appropriate options and products. I do not sell any products and am beholden to no one but you, so you can rest easy that I'll recommend solutions which are in your best interest.

Besides, the key to Colt Financial is client education. Everyone who steps in my office gets the information they need to make informed decisions. I help steer, but ultimately you're the one in the driver's seat. I make sure my clients fully understand where their money is going.

Transparent & Reasonable Fees

With traditional financial planning, hidden costs and exorbitant fees take more of your money than you should reasonably pay.

Colt Financial maintains the highest standard of customer service and fiduciary trust while remaining 100% transparent with all our fees.

You'll have peace of mind that your finances are in order, your retirement secure and the added bonus of keeping more of your hard-earned money.

Ready for the peace of mind and security that comes with a solid financial plan?

Schedule a free consultation and learn how Education and Transparency in financial planning can impact your future.