Podcast: Play in new window | Download (Duration: 12:46 — 8.8MB) | Embed
Subscribe: Apple Podcasts | Spotify | iHeartRadio | Email | TuneIn | RSS | More
Montgomery Taylor, CPA, CFP, the Founder and President of Montgomery Taylor Family of Companies, a financial services firm offering Wealth Management joins Enterprise Radio & Finances Channel.
Listen to host Eric Dye & guest Montgomery Taylor discuss the following:
- What do you see as the common problem people have when they come to see you?
- As a CPA, how do you work with your clients any differently than the average CPA?
- From your experience, are entrepreneurs better than others at planning their personal finances, investments and retirement?
- Can you give us a few examples of how you have helped entrepreneurs?
- What do entrepreneurs have to do in planning for retirement that is unique to them?
Duration: 12:46
A Quilly Award Winning Best-Selling Author, Monty is known as one of the top wealth managers for high net-worth individuals in the United States for his role in helping them have peace of mind with a sound road map for achieving their financial objectives. His firm passed the rigorous testing of the National Association of Board Certified Advisory Practices (NABCAP) and made their prestigious list of top wealth managers.
As the CEO of Montgomery Taylor Family of Companies, a multi-disciplinary financial services firm with more than 400 clients in 16 states, Monty’s unique perspective on solving financial uncertainties has led him to develop a client-service method he calls the Wealth Integration Review, where clients of his will never have to worry about running out of money.
Monty has been seen in USA Today, The Press Democrat, NorthBay BIZ magazine and the North Bay Business Journal and has appeared on E!, The Patti Gribow Show airing on the Comcast Hometown Network, KZST, KJZY and KTRY Radio. Monty is a member of the Leadership Circle at KRCB Public Television Channel 22 and a Columnist for the North Bay Business Journal.
Monty grew up in the Alexander Valley of Sonoma County. He married his junior college sweetheart, Terri, and together they have raised three great kids.
Website: www.taxwiseadvisor.com
