Updated: Nov 9, 2020
In today's pandemic you have to be wise with how you use your money, as an individual and especially as a business owner. There are three main people that entrepreneurs are told to get when they start their business: an accountant, a lawyer, and an insurance agent. That is great for getting started but as your business grows there is another person that I always tell my clients they need to add to their team roster, a financial advisor.
I'm often asked about saving money and different investment tools. I always tell my clients that I can tell you the tax implications of different financial tools but for the best outcome you need to seek the counsel of a licensed financial advisor. One who will be transparent with you and look out for your best interest in the long run to help you achieve your goals. When your tax consultant and financial advisor work together you will maximize your success.
I want to see you win! That is why I decided to introduce you to who I personally consult about financial instruments, Mr. Lawrence W. Taylor from Evansville, Indiana.
TB: Please introduce yourself to our reading audience:
LT: My name is Lawrence Taylor and I am passionate about helping you take control of your wealth management.
TB: What made you choose this industry?
LT: I always had interest in investments but being a broke college student made me realize I needed to take control of my finances. I have been in this industry for 13 years. I stay because in my opinion this is one of few careers where clients give you money and your job is not to give a product or widget, but it is my responsibility to be smart and help their wealth grow. Also I come from a background where this information was not readily accessible, so I want to give this information out to all who hunger for it.
TB: Why are you passionate about helping people?
LT: You have to have money to be born, to die, and everything in between. I do not love money but I understand it is the fuel to get you where you want to go. So my job is to help you put the money in its proper place to give you peace of mind on the quality of life you want.
TB: What type of clients do you serve?
LT: I have the ability to serve all types of clients. The type of clients I enjoy serving, are the clients who are motivated and ready to take action to become financially successful.
TB: What is something that a person that wants to look into investment options should know before making an appointment with you?
LT: It’s okay to be afraid, it’s okay to be green, but inaction will get you no where. Arm yourself with information and someone you can trust to help you navigate the investment world. It works!
TB: How have you helped your clients during these unsure times?
LT: Being a voice of reason. Like any plan you need motivation to stay on track, and a stable voice during uncertain times. The biggest way I have added value is reminding my clients that the market is cyclical and doom and gloom has been on the horizon before and every time we have weathered the storm.
TB: What is your favorite quote that helps keep you motivated?
LT: “You don’t have to get ready, when you stay ready,” Dr. Erick Thomas To me that means that when you have a plan in place you are always ready!
TB: How can people connect with you?
LT: By Phone: 812-473-7374
LinkedIn: Lawrence Taylor
TB: Do you have any events coming up that people can attend?
LT: Yes I am having a Webinar on Tuesday September 8th called Investing in the New Normal at 5:30 Est pm
TB: Great! Our readers can RSVP by e-mailing you at firstname.lastname@example.org . I know it's going to be a good one. Any last words?
LT: I hope everyone is healthy and safe during these difficult times. I wish you all continued success in all aspects of life in 2020 and beyond.
***If you have any questions about wealth management please submit them to
email@example.com with "Financial Questions" in the subject line. Lawrence will be coming back to cover certain topics that YOU want to hear about so don't hesitate to ask. ***
Timalyn S. Bowens is EA Louisville's Tax Expert and will work hard to find a legal solution that is customized for you!
When you are facing questions regarding your personal or business taxes, working with a professional makes all the difference. At Bowens Tax & Bookkeeping Solutions, we serve our Louisville-area neighbors by providing the tax services and knowledge needed to succeed. We are here to assist you with tax preparation, tax representation, tax planning, and more. Visit our website at www.bowenstaxsolutions.com for more information.