Mitchell, Vaught & Taylor, Inc.
 
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Wealth Management For Individuals
 

Mitchell, Vaught & Taylor, Inc., is a discretionary investment advisory firm that offers quality advice and sound management to high net worth individuals. Our goal is to provide a complete wealth management solution that will meet your specific needs.

Whether your concerns are financial independence, retirement, college for your children or grandchildren, or disciplined asset building, your investment advisor can put you on the path to achieving your goals.

To start the process, most of the information we need comes from getting to know you. If you would like to talk to us about your financial future, call to set up an appointment. Then mail, fax or bring the following to our initial meeting: recent tax return, retirement account statements (including 401k), brokerage accounts, savings accounts, insurance products and any other investments.

If you feel comfortable having us invest your money for you, we earn an income based only on the assets we have under management. We earn fees from no other source, and such a fee-based approach aligns our interest and yours.

Are You Interested in:
  - Financial Independence
  - Retirement
  - College Savings
  - Growth of Assets
  - Achieving a Financial Comfort Level?

We seek to know our clients so that our understanding of your
objectives is reflected in our implementation of your plan.

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