Home | Newcastle Financial Advisors

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Learn More

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Learn More

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Learn More

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.

Learn more

Our Mission

To be of service with gratitude.

Learn more

Our Team

Let Us Serve You.

Learn more

Our Values

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

Learn more

Our History

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

Learn more

Resources

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

Learn more

Have a Question?

Name

Email

Address

Phone

Question

Thank you!

Oops!

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."