Keith Taylor

About Keith Taylor

Who teaches us how money works? Not necessarily the basics of a mutual fund or the US economy; but how do we optimize our personal finances to be successful? The earliest memory I have is in elementary school when the teacher taught us how to fill out a check; there wasn’t much instruction after that. Maybe you have taken an economic course or watched some videos online. If you were lucky you may have had a parent or mentor who has given you advice along the way. What I have noticed is that many of us work extremely hard to earn an income but after you pay your bills and contribute to your retirement plan, then what? Managing your personal finances could be one of the most important items in your life outside of taking care of your health and your family. Yet how come most of us lack the knowledge to know what is best financially for our personal situation? Here’s what I’ve learned after over 20+ years of working with clients on their personal finances. There’s a time for each of us when life just comes out of nowhere and “punches us in the face”. This could be losing your job, a medical condition, or even a string of positive life events such as a graduation, a baby and a new house that happen quicker than you thought, and debts have added up. Will you be prepared? My role acts almost like a “Personal CFO” to educate and guide on your financial path. This includes the following: Create a Comprehensive Financial Strategy Learn How to Be Efficient with Money Automate your Finances to Allow for More Free Time Organize Accounts with Your Own Personal Website Protect Your Family and Assets Achieve the Goals and Lifestyle You Deserve Have questions? Need a second set of eyes to verify your current strategy? Contact me and let’s talk Specialties: Retirement Planning, Insurance Strategies /COMPLIANCE:20••••83/

Experience

1. Financial Professional

   Centerpoint Wealth Strategies

   Oct 1999 — Present · Charlotte, NC, US

Education

• The American College

  RICP- Retirement Income Certified Professional, Managing Risks to Income at Retirement, Social Security Planning

  2015 — 2015

• The American College

  CLU- Chartered Life Underwriter, Life and Disability Insurance Solutions

  2007 — 2009

• The American College

  ChFC- Chartered Financial Consultant, Retirement Planning, Investments, Insurance, Estate Planning,

  2005 — 2007

• Radford University

  BS, Physical Education

  1992 — 1996

Skills

• Investments
• Retirement Planning
• Mutual Funds
• Life Insurance
• Insurance Strategies
• Disability Insurance
• 401(K)
• Long Term Care
• Wealth Accumulation
• Cash Flow
• Asset Management
• Retirement
• Financial Planning
• Estate Planning