In this kickoff episode of TaylorMade Retirement, Taylor Demars shares his journey as a third-generation advisor and how his family’s legacy shaped his passion for helping others build a secure, meaningful retirement.

He reflects on lessons learned from his dad and grandpa, the values that guide his approach, and the trust he works to build with every client. Taylor also gives a glimpse into life outside the office, explains his two-stage planning process, and previews what listeners can expect from the show ahead.

Here’s what we discuss in today’s show:

🎙️ How a family legacy sparked Taylor’s passion for financial planning

💬Building trust and connection with clients

🧭 Inside Taylor's two-stage planning process

🌴 A peek into Taylor’s routines, travels, and life outside the office

🔮 What’s ahead: What you can expect from future episodes

Resources:

Website: https://www.demarsfinancial.com/

Phone: (509) 536-9556

Schedule an introduction call with Taylor: https://www.demarsfinancial.com/start-here

Check out Taylor's YouTube Channel: https://www.youtube.com/@TaylorMadeRetirement

Disclaimer: Since we don't know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Demars Financial Group, LLC or its members cannot be held liable for any use or misuse of this content. Advisory services offered through Demars Financial Group LLC, a Registered Investment Advisor. Demars Financial Group is not affiliated with LPL Financial.