Josh Taylor

Josh Taylor [ChFEBC℠]

PO Box 67
Wauneta, NE 69045

Original Certification Date: 5/16/2017

ChFEBC℠ Number: 3067ETJ01

Organization: Kompass Financial Advisors, Inc

Phone: 888-770-0004



States Currently Licensed: CO, NE, KS, MD, IL, NM, OK, AR, IN

Primary Insurance: I’m a full service broker and utilize the company that best fits my clients needs.

Primary Investment: I use multiple investment companies based on my clients goals, needs, objectives and risk tolerance.

Services: Full service financial advisor; investment/retirement plan analysis and implementation, insurance analysis and plan implementation, cash flow analysis, estate planning guidance and small business planning.

Additional Information: Thirty years of experience that provides for a broad background in multiple areas of the financial services world which allows me to help people in a multitude of ways.