HoganTaylor Wealth provides an integrated approach to investment and financial planning. HoganTaylor Wealth is a registered investment advisor and subsidiary of HoganTaylor LLP. Working with our clients’ other advisors, we’re able to help coordinate the investment, tax, estate, and insurance protection issues to simplify the needs of individuals, families and business owners.
• We are goals-based rather than product-centric
• We are independent rather than captive
• We rely on evidence rather than predictions
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