Taylor Richardson

Business Development Associate @Engage Advisors

Overland Park, KS, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2016 — Present

Business Development Associate @Engage Advisors

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Overland Park, KS, US

EDUCATION

2011 — 2013

Kansas State University

Bachelor of Business Administration (BBA)

SKILLS

Business Process ImprovementQualified Retirement PlansRetirementBondsRetirement SolutionsStock PickingSocial ListeningNon-Profit VolunteeringRoth IraSimple IraStudent LoansFinanceTraditional IraSelf Directed IraFinancial AnalysisBusiness NetworkingFinancial Risk ManagementEquities401k RolloversFinancial PlanningManagementNon-Profit Program DevelopmentRetirement SavingsSeries 7Non-Profit ConsultingTime ManagementInvestment StrategiesAlternative InvestmentsPrivate EquityLoansIrasCommunicationDisability InsuranceFinancial ServicesLeadershipBusiness Planning401(K) Retirement Savings PlansBusiness Overhead ExpenseFinancial MarketsPersonal Finance

ABOUT TAYLOR RICHARDSON

Hi, I\'m a Financial Advisor in Overland Park, Kansas. I approach investments and financial planning by personally tailoring solutions built to suit my client’s best interests. I work with families and businesses in Kansas City and surrounding areas.Areas of Practice:Financial Planning, Individual Plans, Business Plans, Business Succession, Estate TransferInvestments, Stocks, Bonds, Mutual Funds, Unit Investment Trusts, ETFsLife Insurance, Long Term Care Insurance, Disability Insurance, AnnuitiesInvestment Savings Retirement Planning401k, 403b, 457, SEP, SIMPLE, IRA, Roth, Pension, Cash Balance, etc.And much more…For more on myself and Engage Advisors, please visit my website at live in Gardner, Kansas where I am active in the community and other associations, including a being a member of the Gardner Rotary. I enjoy being active through water sports, camping, mountain biking, riding motorcycles, and walking my dog, Kudo. Taylor RichardsonFinancial AdvisorEngage Advisors, LLC7400 W. 130th St. Ste 320Overland Park, KS 66213Direct(91••••••61Branch(91••••••55

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