Mission Statement

“Our mission is to help our clients identify the people, causes and goals they care most about, and work together to create a plan to connect their feelings to their finances.”

 

Plan Now for Your Future

Using a comprehensive and consultative approach, Taylor and his team employ a four-step process in working with his clients:

 
  • Discovery – Achieving clarity as to vision and goals; identifying financial gaps.
  • Creative Solutions – Educating and clear thinking about solutions; making decisions and closing financial gaps.
  • Strategy Development – Implementing the solutions to help achieve the desired outcome.
  • Result – Maintaining the implemented results; assuring confidence that the strategies will work over time.

What this means to you is that Taylor and his team will carefully listen to and respect  your unique situation, help you clarify your goals and objectives, and if planning recommendations are needed, make them with integrity.

The real benefit of working with Taylor and his team is that you will feel taught – not sold, better organized, and more confident in planning the financial security for current and future generations.

“Thank you for giving our team the opportunity to serve you. We understand the tremendous amount of responsibility that is placed with us, and do not take that lightly. We promise to always act in good faith and with candor.”

 

A Focus on Physicans

Taylor Rayburn works extensively with physicians and he is aware of the unique issues impacting those in the medical profession.  His experience and expertise in navagating those issues allows him to give guidance that is perfectly suited to the needs of those clients, helping them plan for their future, as well as their present, wisely.

 

The Business Corner

If you own or operate a business, Taylor Rayburn recommends the following articles:

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Taylor Rayburn, CFP®, RICP®

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck