Josh Taylor [ChFEBC℠]
PO Box 67
Wauneta, NE 69045
Original Certification Date: 5/16/2017
ChFEBC℠ Number: E060317JT
Organization: Kompass Financial Advisors, Inc
Phone: 303-770-7078 or 888-770-0004
States Currently Licensed: CO, NE, MA
Primary Insurance: Too many to list. As a broker, I use the company that best fits my client’s needs.
Primary Investment: Currently I have three primary investment companies I work with, each with a different basket of portfolios. Once I know the client’s goals, objective and risk tolerance we’ll discuss which of the three is the best fit.
Services: Insurance planning, investment planning, retirement planning, estate planning guidance, cash flow planning, employee benefits, etc.