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