Josh Taylor [ChFEBC℠]
6500 S Quebec St
#300
Englewood, CO 80111
Original Certification Date: 5/16/2017
ChFEBC℠ Number: 3T0J6710E
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