CHARLOTTE, NC--(Marketwired - Mar 24, 2014) - Paul Taylor, an architect-turned-founder and owner of Capital Advisory Group & Tax Planners of Lake Norman and Capital Investment Advisors, Inc. (www.CapitalAdvGroup.net), will be with his team to provide a financial survival class from 6 to 8 p.m. March 18 and 20 at Carolinas College of Health Science, Rankin Education Center, room 158.
Taylor and his associates will discuss a range of topics regarding personal finances, including cash-flow management, estate planning tools such as wills and trusts, retirement planning, tax tips and the importance of diversification for safe investment.
"Continuing education on the state of one's personal wealth should be a top priority in every adult's life; the more you understand your money and what you can do with it, the better informed every other decision you make can be," says Taylor, a veteran investment advisor and member of the National Ethics Bureau.
"While professional help is recommended for many aspects of a person's financial affairs, it's ultimately up to the individual to understand his or her own money."
His firm's financial survival classes will give attendees a better idea of where to draw the line between handling financial matters oneself, and enlisting the help of a trustworthy professional.
"One thing I stress to attendees of my workshops is to kick the tires and look underneath the hood, so to speak, of any advisor you might work with," Taylor says. "Get a good idea of the firm's culture and the person you're working with; be up front and ask them what their core values are."
Becoming more adept with your personal wealth doesn't mean being an expert on the stock market, or anything else, for that matter, he says. Simply being vigilant in accounting for your spending, for example, can immediately inspire you to reprioritize your money.
About Paul Taylor
Paul Taylor is the founder and owner of Capital Advisory Group & Tax Planners of Lake Norman and Capital Investment Advisors, Inc. Taylor, an independent, fully registered investment advisor, has more than 20 years of experience in the industry and is committed to providing personalized service to those he serves. Since 2007, he has been a member of the National Ethics Bureau, which acknowledges individuals who prove they are committed to upholding the highest ethical standards in their practices.