Good Neighbor Podcast: Fort Collins
Bringing together local businesses and neighbors of Fort Collins. Good Neighbor Podcast hosted by Nick George helps residents discover and connect with your local business owners in and around Fort Collins, Colorado.
Is your business serving the residents of Fort Collins? Then, we need to talk! Visit gnpFortCollins.com to schedule your free interview.
Good Neighbor Podcast: Fort Collins
E40: Meet Your Financial Neighbor: Jason Taylor's Client-First Philosophy
What does financial planning look like when you're treated like family instead of just another account number? Jason Taylor of Taylor's Financial reveals the deeply personal approach that sets his practice apart in this enlightening conversation on the Good Neighbor Podcast.
Based in Fort Collins for 17 years, Jason explains how his third-generation accounting heritage evolved into a comprehensive financial planning practice. Unlike many advisors, Taylor's Financial operates on a strictly fee-only model – meaning no commissions or kickbacks for referrals – ensuring clients receive truly objective guidance. Jason debunks common industry misconceptions, particularly the notion that financial planning is solely about investments. Instead, his practice addresses the full spectrum of financial needs including estate planning, tax strategy, insurance planning, and real estate investments.
Most remarkable is Jason's commitment to maintaining intimate client relationships by deliberately limiting his practice to fewer than 70 clients total – a stark contrast to advisors managing thousands. This intentional approach means they truly know their clients, celebrating birthdays and family milestones together. Beyond professional achievements, Jason shares his personal dedication to suicide prevention efforts and offers listeners the opportunity to experience his client-centered approach through a free consultation. For personalized financial guidance from an advisor who remembers your children's names and treats your financial goals as seriously as his own, visit https://www.taylorsfinancial.com/ to learn more about this good neighbor in the Fort Collins financial community.
This is the Good Neighbor Podcast, the place where local businesses and neighbors come together. Here's your host, Nick George.
Speaker 2:Welcome to the Good Neighbor Podcast. Are you in need of a local financial and accounting professional? One might be closer than you think. Today I have the pleasure of introducing your good neighbor, jason Taylor, with Taylor's Financial. Taylor. How's it going Going well? Thanks, nick Good, we're excited to learn all about you and your practice. Tell us about it.
Speaker 3:Well, I've been in the Fort Collins area for 17 years now. We are a fee-only financial planning business, which means we do not charge a commission or get paid if we refer your business somewhere else.
Speaker 2:Interesting. How did you get into this business?
Speaker 3:Well, I am a third generation accountant and I started out doing bookkeeping, payroll and income taxes and saw that our clients had a need for financial planning and at the time we were just referring all the people away. So I decided to start up a financial planning practice within the accounting business.
Speaker 2:Wow, what are some myths or misconceptions in your industry?
Speaker 3:I think one of the biggest things that I came across actually a couple things. Biggest things that I came across, actually a couple things. One is that all of us are Bernie Madoffs or that we're just there to steal people's money. So that's one that I have dealt with in the past as far as people mistrusting financial planners or investment people. The other one is that financial planning is just about investments, which it is not. We dive into estate planning, tax planning, insurance planning, rental properties a lot of different aspects, not just investments.
Speaker 2:Who are your target customers right now and how are you attracting them?
Speaker 3:now and how are you attracting them? Target customers right now are business owners. One of our strongest tax planning sides is with business owners. Financial planning wise, it's pretty much anyone who is in the accumulation phase just starting to save up money for retirement or for other goals.
Speaker 2:Taylor, have you ever thought about reaching clients through a podcast?
Speaker 3:I actually bought all the equipment for it back in 2020. I had several of my colleagues that were doing very well with podcasts, and so I had looked into it, but I never really got further than that.
Speaker 2:Outside of work. What do you do for fun?
Speaker 3:I love watching my daughters play volleyball or soccer. Go skiing with my daughters Basically, spending time with family is the main thing I do.
Speaker 2:Let's switch gears. Can you describe a hardship or a life challenge that you overcame and how it made you stronger? What comes to mind?
Speaker 3:A lot of times we think of hardships or life challenges. People passing away come to mind and for me the biggest ones that affected my life would be people who have died from suicide. So I've been active in the suicide prevention here in town and also down in the Denver metro area.
Speaker 2:Taylor, would you please tell our listeners one thing that they should absolutely remember about Taylor's financial.
Speaker 3:You know I'm sure you hear this on the radio or the news all the time but we do really do treat our clients like family. We know their kids' names, we know their birthdays. In fact I'm going to celebrate one of my client's 80th birthdays tomorrow with her for lunch. But we really do celebrate and treat our clients like family. We don't have a lot of clients, so we keep our clientele under 70 clients total, where others have thousands, and so we can really get to know our clients that way.
Speaker 2:How can our listeners learn more about Taylor's Financial? The?
Speaker 3:best way is to go to our website, which is taylorsfinancialcom, and that's Taylor's with an S, and schedule an appointment on there for a free phone or in-person consultation.
Speaker 2:Well, Taylor, I really appreciate you being on our show and we wish you and your business the best moving forward.
Speaker 3:I appreciate your reach out, Nick. Thank you.
Speaker 1:Thank you for listening to the Good Neighbor Podcast. To nominate your favorite local businesses to be featured on the show, go to GNPFortCollinscom. That's GNPFortCollinscom, or call 970-438-0825.