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Everyday Wealth Podcasts Market Insights Tax Planning Retirement Planning Home and Mortgage Everyday Wealth
in America 2022 Report

FEELING TAXED?

Many Americans are unsure of what to expect for retirement taxes ...
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Everyday Wealth in America 2022 Report

What does it mean to be “wealthy”? The definition depends on many variables ...
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Recession or recession-ish? Bear markets or bear-ish?

4 min 22 sec

The true definition of a recession is technically two back-to back quarters of gross ...
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About Us

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Our Mission

We believe everyone deserves to move their financial life forward.

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Taylor
Hargett

CRPC™

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Here to act in your best interests

About me

I became a financial planner because I have a passion for educating and a desire to help people improve their lives. I understand that financial health is the foundation on which the rest of our lives can be built. Creating a plan to increase wealth can seem tedious or out of reach to many, but there are strategies to help accomplish financial goals and I am here to help my clients uncover their own potential. In my free time, I enjoy fitness and nutrition, playing video games, educating myself, spending time with my dogs and being in the ocean.

Certifications

Chartered Retirement Planning Counselor™

Education

Bachelor of Business Administration, University of Hawaii

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Phoenix - Emerging Investors

4742 N. 24th Street
Suite 270
Phoenix, AZ 85016

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.