Taylor Kennard Financial

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Taylor Kennard Financial

Our goal is to help individuals and families achieve their financial goals.

We do this by educating our clients about the options that are available to them in order to better prepare for their financial future.

10/06/2024

Happy Anniversary .kennard. 8 years down and eternity to go!

08/02/2024

Ever wondered how I help my clients? As a Financial Advisor, I specialize in creating comprehensive Financial Plans. Many of those plans include:

-Retirement Planning
-Budgeting
-Debt Management
-Life Insurance

How can I help YOU?!

07/02/2024

Happy New Year!

It’s been a little while since I have told social media what I’ve been up to.

This past year has been exciting and full of growth!

I am operating my own firm () as a licensed Financial Professional and am based primarily in Davis County, UT. I have a Bachelor’s Degree in Finance from the University of Utah, and am working towards obtaining my Master’s Degree in Financial Planning. Our team has expanded into our own office space in Kaysville. Although I’m based in Utah, I have licenses in multiple other states and my practice has spread nationwide! No matter where you may be, we can work together! I am passionate about helping my clients succeed in reaching their financial goals.

I now also own a Real Estate Brokerage - .ut! We have experienced rapid growth and have massive success since opening our doors in July of 2023. I am excited to see what all our team accomplishes in this upcoming year, and am grateful that I get to lead and work alongside such incredible Realtors®.

How have you been?! What financial goals can I help you reach this year? Let’s connect!

10/07/2023

I am SO excited to announce our new strategic partnership with EDGE REAL ESTATE!

We feel passionate about educating individuals on their finances, and real estate is such an important part of your financial picture! If you have questions about buying or selling your home, look no further - let’s connect!

12/06/2023

So happy we got the opportunity to sponsor Skatefest this year! Thank you to centennialparkfsc and congratulations to my own little ice skater for competing in her very first competition!

31/05/2023

Exciting things coming very soon for my clients, agents and referral partners! We’ve purchased an office space and we CANNOT WAIT to open our doors very soon!

05/05/2023

Bachelor of Science in Finance

I am grateful for the education I have gained and the connections I have made throughout my undergraduate experience! I am most thankful for my family - I could not have accomplished any of this without their love and support.

I will continue to manage and grow my Financial Planning practice, and will soon be expanding my career in some very exciting ways! Go UTES!

17/03/2023

Happy St. Patrick's Day! I feel LUCKY that I get to work with such incredible individuals - just like YOU!

16/03/2023

FINANCIAL GOALS BY THE DECADE - 60s

Ever wonder what your benchmark goals should be for someone your age?

You have worked HARD all throughout your adult life to prepare for now - your retirement! In your 60s, you begin to qualify for Social Security benefits, you can begin regular disbursements from your retirement accounts, and you are hopefully in great health as you live out those "Golden Years"! Congratulations!

Feeling behind? Don't worry - we can get you back on track!

08/03/2023

FINANCIAL GOALS BY THE DECADE - 50s

Ever wonder what your benchmark goals should be for someone your age?

Whether you like it or not, your retirement years are nearly here. In your 50s, you should be reevaluating and assessing nearly every part of your Financial Plan. You should be working closely with your Financial Advisor!

Feeling behind? Don't worry - we can get you back on track!

06/03/2023

Do you talk about finances with your kids? In our family, we strongly believe in "starting them young"!

Our 4 year old LOVES to save her extra chore, birthday, and Christmas money! She also loves to "talk about money" at the dinner table, with her friends, and even with complete strangers (we're in trouble with this one!) Remember, finances aren't scary! It is so important to teach good money philosophies at a young age!

What tips do you have for talking about finances with your kids?

03/03/2023

Last week, a new client asked me the following question: "When can I make changes to my health insurance plan?"

Although you may feel locked into your current health insurance plan, there are times where you can make some changes! These can include:
-moving
-getting a new job
-the birth of a new baby
-when you turn 26
-if you loose your job
-loosing previous coverage

Remember, you only have a short time to make changes once these events occur!

What questions do you have about navigating your health insurance plan? Let's connect!

Address

Opening Hours

Monday	08:00 - 21:00
Tuesday	08:00 - 21:00
Wednesday	08:00 - 21:00
Thursday	08:00 - 21:00
Friday	08:00 - 21:00
Saturday	08:00 - 14:00

Website

http://contractorretirement.com/

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