Saylor Wealth Strategies
Financial Planning | Legacy Planning | Insurance
Take Control of Your Financial Future
Our Philosophy
Our Mission
As an independent financial advisor, we put our clients first! We strive to meet each and every client where they are in life, and guide them towards achieving their financial goals.
Our mission is to help our clients understand the different options available in financial services. We take a holistic approach in creating a roadmap to financial wellbeing, including cash flow, protections such as insurance, retirement planning and legacy planning.
Our Financial Process
Schedule a Consultation
Sit Down with Art
Custom Financial Plan
*Diversification and asset allocation strategies do not assure profit or protect against loss. Investing involves risk. Investors should be prepared to bear loss, including loss of principal.
Meet Our Team
Why Choose an Independent Financial Advisor?
The Benefits of Income Conductor
Cambridge Investment Research, Inc.
As an independent financial professional, we are able to structure our business around the needs of our clients. We do the best we can for those who are looking at retirement savings, a college education, or to start a small business. We enlisted Cambridge Investment Research, Inc. as our broker-dealer to provide services such as processing investment transactions, marketing assistance, practice management and education.
A broker-dealer is responsible for regulatory compliance and adherence to securities laws. Working with Cambridge allows us to offer non-proprietary products, such as portfolio management, mutual funds, and life insurance from many different companies. We work with an independent broker-dealer so we can offer our clients unbiased investment advice, compensated by fees, commission, or both.