What we do best – and what we primarily do for most of our customers. A partnership built on their values and goals including the advice, coaching, accountability and support to accomplish what they set out to achieve.
TM3 Wealth is built with the belief that knowing our clients holistically is the best way to help them build a successful financial future. Our founder, Nick Taylor, believes in education. As a Certified Financial Planner, in addition to other advanced designations, he emphasizes continued learning to be able to provide clients with the best advice possible.
We are committed to getting to know each of our clients on a deeper level to better understand their unique needs. Our approach, which is based on a combination of behavioral and traditional finance, focuses on understanding all aspects of our clients’ lives to ensure the advice we provide reflects who they are, what they want and how to get there.
Learn how this process begins and How We Work.
The people we tend to be the best fit for are looking to build a long-term relationship with a financial planner, that is a fiduciary, who can help them make financial decisions that align their values and goals to make better, more informed decisions; in other words, they want guidance to help them plan with purpose and navigate the many phases of their journey to financial independence and beyond. The result of our process is the creation of a plan that will bring confidence, and allow for flexibility, while planning for the certainty of uncertainty.
The advice we provide is tailored to each client’s situation, which may include, but not limited to, the following:
- Cash Flow Management
- Net Worth Tracking
- Asset Allocation and Diversification strategies
- Retirement Planning
- Child(ren)’s Education Goals/College Planning
- Divorce Planning
- Employee Benefits Review (ie. Group insurance, 401ks, etc)
- Home purchase analysis with review of financing options
- Protection/family security strategies
- Tax Planning Strategies
- Complex Estate Planning strategies
- Annual Gifting
- Pension Analysis
- Financial Analysis of rental properties
- Business Owner Planning
- Review of corporate stock and stock options
Planning Software
You’ll have access to planning tools that let you consider various scenarios and participate in the creation of your financial plan
Annual Recommendations
You’ll receive written recommendations each year based on the action items and areas of focus discussed.
Fee Structure
Clients pay an annual fee for these services. This fee is based on the complexity of their situation and starts at $2,500/year.
