Woodward Financial Advisors
Taylor Cole, CFP®, is currently a Senior Financial Planner at Woodward Financial Advisors. Prior to this role, Taylor worked as a Client Analyst at LFM Wealth Management, a member of Advisory Services Network, LLC. Taylor's experience also includes roles such as Habilitation Technician at Maxim Healthcare Services, Lead Teacher Coordinator at YMCA of the USA, and Community Skills Instructor at the Autism Society of North Carolina. Taylor holds a Master of Science in Personal Financial Planning from Kansas State University and a Bachelor of Arts in Education from Emory University.
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Woodward Financial Advisors
We are an independent, Fee-Only, financial planning and investment management firm focused on helping our clients achieve financial peace of mind. As an independent Registered Investment Advisor, we are free to choose from the universe of possible investments and are not restricted to products from a particular provider. Additionally, we are legally obligated to meet a fiduciary standard with our clients, meaning that their interests must come before our own. Our fee-only approach also addresses potential conflicts of interest: since we do not make any commissions, sell any products or accept or pay any referral fees, our clients know that our recommendations are truly in their best interest.