Our Associates

Taylor Boice
Financial Planner
Location
Chicago – S. LaSalle St. , IL

Taylor Boice

Taylor is committed to meeting the unique needs of every client. He is passionate about financial planning, and the role he and the team play in improving the lives of their clients.  He serves professionals and business owners by creating strategies that are designed to help analyze cash flow and investments, minimize risks and taxes, and align the client’s financial positioning with their goals. Taylor utilizes the resources of his team, and firm resources around the country, to provide superior service and to help achieve your financial success.

LICENSES & QUALIFICATIONS

  • FINRA Series 7 and 66 securities registrations
  • ¨Life, Health & Accident insurance-licensed
  • Member of the Prudential Annuities Masters Council since 2016 for commitment to the retirement
    income strategies of clients
  • Firm includes advisors and staff with over 75 years of financial services experience
  • Featured guest speaker on the MML Investors Services: Financial Planning Services national call in March of 2020

EDUCATION

  • Graduated from Trinity Christian College with High Honors in 2015
  • Attended Trinity on Academic and Baseball Scholarships
  • Bachelor of Arts in Communications
  • Bachelor of Science in Finance
  • Earned the Financial Services Certified Professional (FSCP®) designation from the American College of Financial Services in Bryn Mawr, PA

FINANCIAL SERVICES

Taylor provides a wide array of financial services including:

  • Comprehensive Financial Planning
  • Estate Planning Strategies
  • Business Evaluation & Succession Planning
  • Non-Qualified Deferred Compensation
  • Executive Benefits
  • Asset & Wealth Management Services
  • Risk and Insurance Management Services
  • Qualified Plan Design & Management
  • Key Person Compensation Planning

PERSONAL

  • Born and raised in the Grand Rapids, MI area
  • Currently lives in Crestwood, IL with his wife, Janna and daughter, Quinn.
  • Loves watching and participating in a wide variety of sports; especially baseball and golf
  • Enjoys traveling and has a goal to watch a game in every Major League Baseball stadium
  • Values time spent with family

Domicile State: IL

CA Insurance License # 0M15879