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Empowering You to Confidently Control Your Financial Future


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Welcome to Colt Financial

I’m Steven Taylor, a CERTIFIED FINANCIAL PLANNER™ practitioner with over 10 years experience dedicating myself to to empowering my clients to make educated financial decisions. 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.

Over the years, I have successfully helped countless families alleviate financial stress and accomplish their goals. That’s why I am confident that together, we can build a financial plan and retirement portfolio that will lay aside your anxiety and allow you to still enjoy life along the way.

As an educator at heart, I love working with clients who are eager to explore their financial options. When we explore your financial needs my goal is to guide you through the planning process – explaining and teaching along the way. No matter what level of service you choose, every Colt Financial package comes with a hearty dose of understanding and confidence.

I encourage you continue reading through my website and learn more about how we can explore the possibilities together.

Start Your Financial Journey

Independent Financial Advice Focused On Your Dreams

My mission is to provide you with an educational partnership that offers sound financial guidance at every stage of your life so that you can live the life you always wanted. Our relationship and journey together start with:

1. Listening and Exploration

Every planning package begins with your hopes and dreams. Therefore, our first meeting together will consist of you sharing your goals and me just listening. I will then take what's most important in your life and figure out the best path to achieving your goals. Together we will explore your options and develop a plan tailored specifically to your needs.

2. Education and Guidance

I make sure my clients fully understand where their money is going. I only present the most appropriate options and products that match your goals and final destination. When you step into my office, you always get the information you need to make informed decisions. I help steer, but ultimately you're the one in the driver's seat.

3. Transparency and Fee-Based

Colt Financial maintains the highest standard of customer service and fiduciary trust while remaining 100% transparent with all our fees. I do not sell any products and am beholden to no one but you. 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.

What is your next step?

Gain Financial Traction

Deciding how to balance the here and now with the best endgame strategy isn't always easy. The reality is there’s no trick, or magic needed, unless you count math as magic. But math only works when you combine it with your hopes and dreams for the future.

 

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Gain Financial Traction

Deciding how to balance the here and now with the best end game strategy isn't always easy. The reality is there’s no trick, or magic needed, unless you count math as magic. But math only works when you combine it with your hopes and dreams for the future.

We will start with your reviewing your monthly spending and then categorize your money into needs, goals and wants. This allows your personal preferences, favorite indulgences and your long-term dreams to each take their place in the planning process. Together we will create the most effective spending/savings plan – tailor-made for you. Best of all, you’ll enjoy the freedom to live the lifestyle you want because you’ll be armed with knowledge and a plan.

Plan For a Rich Retirement

Most retirement plans start with facts and figures. At Colt Financial, we work in terms of dreams and goals. We’ll start with determining your priorities for your retirement. Then with your ideal future clearly in our sights, we create a road map to your dreams.

 

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Plan For a Rich Retirement

Most retirement plans start with facts and figures. At Colt Financial, we work in terms of dreams and goals. We’ll start with determining your priorities for your retirement. Then with your ideal future clearly in our sights, we create a road map to your dreams.

We will take the known information (i.e. how much you've already saved) and adjust for as many unknown factors (i.e. inflation) as possible so we can develop a structurally sound plan. Your plan also comes with the Colt Financial promise to educate and guide you through the process. I will take the time to make sure you understand not only what we are doing, but why we are doing it and how it will work.

Prepare and Protect Your Assets

Big or small, every portfolio needs protection and contingency plans should the worst happen. With Colt Financial Planning, financial protection starts with education. We'll walk through your options, give you the information you need to make an informed and personalized decision. Armed with that knowledge, we'll move into the specifics - how you should protect your family and your assets.

 

Read More

 

Prepare and Protect Your Assets

Big or small, every portfolio needs protection and a contingency plan should the worst happen. With Colt Financial Planning, financial protection starts with education. We'll walk through your options, give you the information you need to make an informed and personalized decision. Armed with that knowledge, we'll move into the specifics - how you should protect your family and your assets.

Once we've sorted out the details of a will, insurance or perhaps a trust, you pave the way for a smooth financial and legal transition should something happen to you. Give yourself and your family the gift of knowing that they are secured and covered under any circumstance. Live life fully without worrying about the unthinkable.