Taylor & Taylor Becomes Plan First Wealth

We’re thrilled to announce that Taylor & Taylor USA will now be known as Plan First Wealth.

We look forward to you experiencing our new website. If you haven’t noticed, there has been a change in a few other things as well, like the new signatures and graphics that come with emails from our new email addresses. 

As we’ve mentioned before, there will be no changes in management, and you can expect total continuity in the services, performance, and level of care we’ve provided you up to this point.

In fact, you can expect more than continuity–you can expect growth and improvement. At Plan First Wealth, it is our mission to help you achieve the results you want. Growth is, and always has been, one of our core values, and our ongoing growth is what makes us achieve those results.  

By growth, we mean more than just the continuing improvement of our services and our results. More importantly, we’re referring to your experience working with us. Whether you’re managing finances or trying to devise the best retirement plan for you and your family, we ensure that your journey you’ve invited us along on is as seamless and painless as possible. 

This rebranding is an expression of that, and of our commitment to evolve. We wanted a new face to foretell a new and better future, where we are all better off in the ways that are most important to us. 

We are proud and excited for you to experience our new brand! We look forward to hearing your thoughts.

If you have any questions about our name change, and what else you can expect – don’t hesitate to reach out to us!  

 

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Any testimonials were provided by current clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonies. The testimonies may not be representative of the experience of other current clients and does not provide a guarantee of future performance, success or similar services.

Plan First Wealth is a registered investment adviser located in Greenwich, CT. Plan First Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Plan First Wealth’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Plan First Wealth’s web site on the Internet should not be construed by any consumer and/or prospective client as Plan First Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Plan First Wealth with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Plan First Wealth, please contact the state securities regulators for those states in which Plan First Wealth maintains a registration filing. A copy of Plan First Wealth’ current written disclosure statement discussing Plan First Wealth’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Plan First Wealth upon written request. Plan First Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Plan First Wealth’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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