Home | Newcastle Financial Advisors

Supporting Local Business In a Crisis

Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.

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Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

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Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

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We have an understanding of you and your family's needs during life transitions and "Uncertain Times"

Orange CA Branch Office

Meet Allen and Sherry Taylor

"We are Independent Financial Advisors who act in your best interest for management of investments and comprehensive financial planning."

Meet the team

About Us

We create strategies that are tailored to your needs and goals. Find out what brought us to serving our clients.

Why We Do It

Helping Through Life Transitions

Meet "our grand-kids!" Life can transition in a moment. Years of experience have prepared us to guide you through life's transitions.

What We Do

Our Values

Trust. Honesty. Integrity.

We believe values matter, and we live by ours every day.

What Drives Us

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

How We Do It

Our Process

We listen, we care, and we can help with the unique perspective of a married couple.

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Our Mission

To be of service with gratitude.

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Our Team

Let Us Serve You.

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Our Values

We experienced many of the same life events as our clients. We care and we understand.

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Our History

Professionalism, leadership, and knowledge through each of our careers.

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Resources

We purposely designed our financial practice to incorporate a team of professionals and companies that are focused on servicing you the client.

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