Financial planner Jason Taylor reveals how he is delivering strong returns with socially responsible investments in Lakewood, CO

Jason Taylor of Taylor's Financial Planning has just announced a proven approach to generating above average returns that also includes socially responsible investments. For more information please visit http://www.taylorsfinancial.com/

Lakewood, CO, United States - November 27, 2017 /MM-REB/ —

Jason Taylor, founder at Taylor’s Financial, has just announced a value-based financial services offering that allows clients to enjoy returns from socially responsible investments, which in turn help the lives of the less fortunate and the planet as a whole.

As a Certified Financial Planner with more than 14 years of experience, Mr. Taylor says the biggest problem is that he finds that his clients are unsure how to utilize their funds and financial resource to meet their own values and beliefs.

When asked to elaborate, he said, “Most people do not understand if or how they can incorporate investment into their day to day values.”

To deal with this Taylor has developed a three step approach...

1.) Core values

When asked to explain how he engages with new clients, Taylor commented, “I like to sit down and understand what’s important to my clients and what they want to achieve in their lives.

These values typically include working with charities, giving back to the community and building a legacy for their family.

2.) Creating a Plan Around Values

After pinpointing core values, Mr. Taylor then works to create a tailored financial plan "that brings the values and goals to fruition.”

When asked about the benefits of a custom-made plan, Mr. Taylor said, “I set priorities to show where their money should be and how much they should save to achieve their values-based goal.”

New clients who come to Taylor’s Financial often think their goals are not realistic when it comes to investing in more ethical vehicles. One of the reasons for this Mr. Taylor says, is “they often have the misconception that putting money into these type of investments limits returns in the long run.”

“Investors do not have to sacrifice investment returns to invest in accordance with their values. Socially responsible investment funds return similar to the broader universe of funds, and over certain periods of time actually outperform the broader universe of funds,” he said.

This planning stage also shows clients who have high-risk investments that “they can achieve their goals and maximize their profits without unnecessary risk.”

3.) Keeping the Plan on Track

Mr. Taylor’s work doesn’t end there. As part of his service, he meets with his clients semi-annually to ensure the everything is one track.

“Another benefit of this meeting is that I’m able to update and adjust the plan to make necessary changes. Life happens, so we need to have a plan that reflects that. We might adjust plans to include a college fund, additional income, and sometimes even changing goals,” he said.

This long-term aspect to financial planning offered by Taylor’s Financial is not only about overall asset management, but "can help clients see the true value of their money and how it can improve the quality of not just their life but the life of others.”

For more information please visit http://www.taylorsfinancial.com/

Contact Info:
Name: Jason Taylor
Organization: Taylor's Financial Planning
Address: 1780 Kipling St, Lakewood, CO 80215, USA
Phone: 303-237-1181

Source URL: http://RecommendedExperts.biz/

For more information, please visit http://www.taylorsfinancial.com/

Source: MM-REB

Release ID: 269430