Josh Taylor

Josh Taylor [ChFEBC℠]

6500 S Quebec St
#300
Englewood, CO 80111

Original Certification Date: 5/16/2017

ChFEBC℠ Number: TJ130760E

Organization: Kompass Financial Advisors, Inc

Phone: 888-770-0004

Email: Jt@kompassfinancial.com

Website: www.kompassfinancial.com

States Currently Licensed: NE, CO, KS, IN, MA

Primary Insurance: I am a broker so i can work with any insurance company that is not a captive, and that meets my standard for financial ratings, product quality and reputation

Primary Investment: Multiple. Not restricted to one manager

Services: General financial planning, investment planning, insurance analysis and recommendations (life, disability, long-term care, etc), cash flow analysis, and estate planning guidance. I also work with small business regarding employee benefits, 401k plans, and commercial insurance needs, as well as key person insurance

Additional Information: I have had a varied 30 plus year career, which gives me a lot of insight and knowledge into almost all planning situations. If I don’t know the answer to a question 99% of the time i know where to find the answer