Michael Taylor - The Financial Rules Consulting
Independent Fee-only financial coaching and solutions, by the hour or by the project
Michael Taylor - The Financial Rules Consulting · SAN ANTONIO, Texas
Is this you, Michael?
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About
We help individuals, couples, businesses, and non-profits by providing conflict-free financial advice. What others offer in a complex form, we simplify. A bit like coaching, a bit like therapy, and 100% focused on the financial problem you are trying to solve, whether that's getting out of debt, figuring out family financial priorities, facing retirement forthrightly with confidence and a plan, or simply investing for the long term.
Who they serve
- High earners
- Founders
- Early-career professionals
- Pre-retirees
- Retirees
- HENRY (high earner, not rich yet)
- Divorced individuals
- Executives
Services
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Education Planning
- Financial Planning
- Investment Management
- Philanthropic Planning
- Portfolio Rebalancing
- Tax Strategy
- Wealth Management
- Debt Management
- Financial Advice & Coaching
- Risk Management
- Retirement Planning
- Social Security Planning
- Life Transition Planning
- Portfolio Management
Structured record
| Name | Michael Taylor - The Financial Rules Consulting |
|---|---|
| Firm | Michael Taylor - The Financial Rules Consulting |
| Location | SAN ANTONIO, Texas |
| Fee model | Flat Fee/Retainer · Hourly Rate |
| AUM | Under $25M |
| Founded | 2004 |
| Firm size | 1 employee |
| Affiliation | Other |
| Designations | Other · Series 7 |
| Investment approach | Passive management |
| Website | https://thefinancialrules.com |
| https://www.linkedin.com/in/michael-taylor-74572752/ |
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Specialties
- Small business owners
- Retirement planning
- Divorce planning