#55 - Choosing the Right Path for Your Business - Taylor Schulte

Only Fee-Only · Jul 5, 2023 · 32m

Taylor's Bio:

In 2014, I left the wirehouse world and launched Define Financial, a fee-only financial planning firm headquartered in San Diego, CA.

I started my firm for three main reasons:

To create a business model that adhered to the Fiduciary standard.

To specialize in helping people over age 50 lower their taxes in retirement.

To creatively grow my practice and build a platform to help more people.

Since launching Define Financial, I’ve been recognized as “The #2 Independent Advisor in the U.S.” by Investopedia and a “Top RIA in America” by Financial Advisor Magazine.

I’m also…