EP 052 Taylor Jessee, CPA, CFP, Investment Advisor & Director Financial Planning-Taylor Hoffman

The first job out of college for Taylor Jessee was working at a Big 4 accounting firm with ultra, high-net worth clients in the ten-million dollar plus club. Jesse holds a BBA and Master’s Degree in Accounting from Baylor University. After working for three years, Taylor knew he wanted to be in the personal finance industry where he could really make a difference in helping people, especially those just starting their careers. Today, Taylor is the Director of Financial Planning at Taylor Hoffman in Richmond, Virginia. One of his exciting projects is working on an app aimed at young professionals to help them get access to investment experts and financial planners. An app like this helps to democratize the system of being able to reach financial professionals who may not pay as much attention to those just entering the market or have a barrier to entry. Highlights from our conversation include:  ·        Why clients should ask about financial advisor’s fees. ·        Why you should not sit on all your cash. ·        How to determine what cash you should have on hand. ·        Investing and the gift of time for people in their twenties. ·        The new iPhone app in development-Vetus. Enjoy the show! Connect with Taylor: Website: https://taylorhoffman.com/ Learning Center: https://taylorhoffman.com/learning-center/ Waitlist for Young Professionals App: https://taylorhoffman.com/avidus/  Connect with Gary: Website: sbadvisors.cc/ Facebook: facebook.com/SmallBusinessAdvisors LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/ Learn more about your ad choices. Visit megaphone.fm/adchoices