When picturing a financial advisor what generally comes to mind is a stuffy suit and tie crunching numbers in an uptight office building. However, when you step into Ameriprise Financial on the second floor of the business suites at Haun Road what you will find are two friendly professionals who happen to be really good at managing your money.
Husband and wife team, Ivette and Jeremy Taylor, are real people who subsequently treat their clients like real people too. Putting overwhelming financial jargon into understandable sentences is just one of the many proficiencies they provide. Ivette also holds the prestigious title of Certified Financial Planner, which puts her in the rare 18% of advisors nationwide who can boast such an expertise.
This duo of brainiacs originally worked as financial advisors for Ameriprise Financial’s corporate office. In 2008 they decided to franchise their own Ameriprise practice, where in they brought their services to Menifee.
During the financial crisis of the past few years Ameriprise remained so well backed that, unlike many financial institutions, they never took a bailout or even needed to borrow money from the government. They have always stood strong on their own and thus carry the title of number one leader in financial planning.
It’s no wonder Ivette and Jeremy smartly started their practice with the strongest backing there is; so together they can confidently specialize in wealth management for the purpose of creating tax efficient retirement income.
The idea of planning for your entire future and every possible scenario, good or bad, is a daunting task at best. Luckily Ivette and Jeremy have made it their career to shoulder your burden and help you strategize what may come. Jeremy simply states, “You’re the CEO of you, of your life, and we’re your CFO.”
As comprehensive financial planners these two take a detailed look at the client’s whole financial picture. Starting with things like a person’s assets, taxes, and income, combined with their protection planning (work benefits, outside coverage, long term care, life and health insurance) and tax strategies (estate tax planning, charitable gifting, retirement) they then analyze the current financial situation to come up with an individualized plan that makes sense.
Talking in terms that everyone can understand, Ivette reiterates, “We don’t want to be a talking statement, so we speak a language that actually means something to our clients.” Anyone can read a sheet of figures and projections, but Ivette and Jeremy get down on a personal level talking with clients about what those numbers mean for their retirement or how it actually affects their planning for a child’s college tuition.
In building these close relationships with their clients, clients can feel confident enough to ask them for advice on personal matters such as can I afford this car? Or should I buy a second home? And that’s exactly what they want, to build a path of communication that is always merely a phone call away. Jeremy says, “We are about giving clients confidence in their (financial) decisions.”
While it is never too early to start financial planning, their practice primarily caters to high net worth professionals who are nearing retirement or are already retired. They are open to working with individuals who have the ability, means, and desire to plan for retirement. Ivette mentions, “We want to work with people who value advice.”
At the end of the day, through all the crunched numbers and numerous client phone calls, what Ivette and Jeremy provide is a well-organized financial strategy that ties up all the messy aspects of money into one neat and comprehendible plan.
Have you thought about your financial future? Perhaps Ivette and Jeremy Taylor at Ameriprise Financial can help.
29826 Haun Road, Suite 206
Menifee, CA 92586
Website: Jeremy/ Ivette