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Stefanie Taylor
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Work Experience
Wealth Strategist
Feb 2017 - Present · 7 years and 11 months
Feb 2014 - Feb 2016 · 2 years
Human Resources Recruiter - Corporate Team
Oct 2014 - Feb 2016 · 1 years and 4 months
Human Resources Recruiting Coordinator - Corporate Team
Feb 2014 - Oct 2014 · 8 months
Company Details
We specialize in providing long-term financial planning to highly compensated executives, with emphasis on in-depth deferred compensation planning, of which the full benefit is often misunderstood. Our team has helped simplify deferred compensation decisions for dozens of Officers helping them save income taxes and reach retirement faster  We are most helpful to those looking for: •Long-range wealth planning involving multiple & complex variables •Tax-efficient investment strategies •Help making decisions with confidence for their Deferred Compensation, Stock and other corporate benefits and thoughtfully integrating those decisions with their existing assets
Year Founded
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Social Media
Linkedin
Industry
Investment Management, Banks & Financial Services, Unknown
HQ Location
224 SE 2nd Street Suite 100 Bentonville, Ar 72712, US
Keywords
Client ServiceDeferred Compensation PlanningComprehensive Financial Planningand Preserving Wealth
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