<p>Today an urgent client request brought up a key question: Where to pull a lot of funds from his various investments while balancing retirement income needs and tax planning?</p>

Today an urgent client request brought up a key question: Where to pull a lot of funds from his various investments while balancing retirement income needs and tax planning?

”I Need A Lot of Money, Fast!”

Welcome to ’Actual Advisor Value’ – the behind-the-scenes look at how fiduciary financial advisors enrich Baby Boomers’ lives. 


I’m Taylor Demars, a third-generation financial advisor and CFP professional making a positive impact on hundreds of retirees. 


Join me to hear short, specific stories of the interactions I have with clients and discover ideas and strategies to apply to your own plan!

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Welcome to ’Actual Advisor Value’ – the behind-the-scenes look at how fiduciary financial advisors enrich Baby Boomers’ lives. I’m Taylor Demars, a third-generation financial advisor and CFP professional making a positive impact on hundreds of retirees. Join me to hear short, specific stories of the interactions I have with clients and discover ideas and strategies to apply to your own plan!

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”I Need A Lot of Money, Fast!”

”I Need A Lot of Money, Fast!”