Check the background of this firm/advisor on FINRA’s BrokerCheck.

  • What We Do
  • Our Services
  • Who's Scott?
  • Saylor History
  • Let's Plan
  • More
    • What We Do
    • Our Services
    • Who's Scott?
    • Saylor History
    • Let's Plan
  • What We Do
  • Our Services
  • Who's Scott?
  • Saylor History
  • Let's Plan

Our Services

Financial Health:

Tax Reduction Planning:

Investment Oversite:

  • Overall saving needs 
  • Retirement saving need calculations 
  • Life insurance needs analysis 
  • Education planning reviews 
  • Understanding tax benefits and cost with investment strategies 

Investment Oversite:

Tax Reduction Planning:

Investment Oversite:

  • Reviewing your investments and designing a personalized portfolio 
  • Year-Long continual monitoring of your investments 
  • Reviewing your Positioning in employer programs in conjunction with your overall plan Regular review meetings to evaluate the plan 
  • Independent advice 

Tax Reduction Planning:

Tax Reduction Planning:

Retirement Income & Liquidation Strategies:

  • Comprehensive Review of tax returns 
  • Annual Review of tax returns to highlight tax reduction strategies 
  • Adding tax solutions and tax reduction strategies for the future 
  • Staying current on all tax laws and changes

Retirement Income & Liquidation Strategies:

Retirement Income & Liquidation Strategies:

Retirement Income & Liquidation Strategies:

  • Analysis of your current and future income needs 
  • Optimizing your investments to meet your income needs tax-efficiently 
  • Continual development and implementation of strategies to fund your income needs

Family Wealth Planning:

Retirement Income & Liquidation Strategies:

Family Wealth Planning:

  • Analysis of your beneficiaries and estate plan 
  • Review Strategies to efficiently transfer wealth to your loved ones - without probate Understanding the needs and purpose of having a trust or a living trust 
  • Providing appropriate and tax efficient steps in the event of a loved one's death

Schedule your appointment now

Copyright © 2023 Saylor Advisors - All Rights Reserved. 

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.  This communication is strictly intended for individuals residing in the states of CT, FL, IL, IN, MI, MN, NC, OH, SC. No offers may be made or accepted from any resident outside the specific states referenced. 

 Osaic Wealth Form CRS 

Powered by

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept