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Asset Services

At Taylor & Morgan Asset Management, LLC we strive to understand your specific investment objectives and unique tax situation. With Federal, State and City tax rates combing to equal 40% or more, your investment returns can be greatly diminished by poor tax planning. Having an Investment Advisor who is also a CPA allows you to keep more of what you make.

Being a Registered Investment Advisor we do not sell products or earn commissions. Our clear, straightforward advice is premised solely upon your investment objectives. Our services below are all centered on one purpose – helping you succeed!

Key Areas of Asset Management


Tax Planning

  • How much income tax are you paying on your investments each year?
  • How many tax-advantaged retirement plans (IRA, 401 (k), etc.) do you participate in?
  • Which fixed income investments do you currently favor: taxable or tax-free?
  • What tax strategies are you employing as you sell real estate holdings?

Investment Planning

  • How does your investment portfolio target your financial goals?
  • What rate of return on your portfolio do you require to meet your goals?
  • Are your investments diversified across a broad range of asset classes to include small company stocks, international stocks and real estate?

Estate Planning

  • How does your investment portfolio target your financial goals?
  • What rate of return on your portfolio do you require to meet your goals?
  • Are your investments diversified across a broad range of asset classes to include small company stocks, international stocks and real estate?

Education Planning

  • How much will a four-year college education cost when your children or grandchildren are ready?
  • What savings and investment programs are you using to provide for college?
  • Are your family's plans for higher education part of your estate planning?

Retirement Planning

  • When do you plan to retire?
  • How much do you currently contribute to your retirement plans?
  • What will your retirement income look like if you or your spouse is alone (divorced or widowed) during retirement?

Business Valuations and Planning

  • Do you know how much your business is worth?
  • Do you have a business succession plan in place?
  • Do you know how you are going to invest the proceeds from the sale?

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