Start your financial transformation by requesting a 15-minute introduction call.
During this call we will uncover your core financial needs and see if we are a good fit to work together. You should expect a reply to your request in one business day.
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Frequently asked questions
What is wealth management?
Taylor Leary, Certified Financial Planner®, and his team at Four Points Wealth strive to create a customized investment strategy and financial plan to help clients reach their financial goals and objectives. As their clients’ financial situations evolve and change, we build a flexible and adaptable plan.
What are your qualifications?
Early in his career, Taylor Leary realized that to provide substantial value to his clients, he needed to take his knowledge and expertise to the next level, which is why he decided to obtain the credentials of a Certified Financial Planner®. As a CFP® professional, he not only has proven that he’s committed to staying on top of the latest in wealth management information, he is committed to his clients’ financial wellbeing.
In addition to his CFP® designation, he has also helped thousands through the process of planning for retirement. In his years of work, he has educated thousands of people on social security planning strategies, tax management in retirement, planning for retirement healthcare costs, and how the power of financial planning can accelerate them toward their financial goals.
How does our relationship work?
The Four Points Wealth Mapping System starts with first understanding what they can do to serve you best, which is done through an introductory call and Discovery meeting. Then, we share exactly what your planning process will look like. No two financial plans are the same, so Taylor will walk you through a Scope of Planning and Fact-Finding. The final element is creating actionable next steps through Recommendations and Implementation.
Once your financial plan is set into motion, you’ll get ongoing service and support. As your life evolves, so will your financial plan. Taylor takes pride in helping you through life events, such as buying a home, sending kids to college, retiring, and even helping you through the death of a spouse or loved one. When your life changes, Taylor and Four Points Wealth will be there to help you navigate the financial challenges.
What is your investment philosophy?
For example, if you have a large amount of money that you are hoping to use for a future need, like buying a home in the next year or two, it is likely the best strategy to take a conservative approach to investing. However, if you have 25 years until retirement, a more aggressive investment strategy will provide you with the best chance to maximize your returns.