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Strategic Solutions for Your Financial Puzzle

Strategic Solutions for Your Financial Puzzle

At Taylor Basden & Associates, our core services include wealth management and retirement planning. As natural problem solvers, we take the pieces of your financial puzzle and put them together to create a tailored plan that aligns your assets with your desired lifestyle into and through retirement.

Empowering Your Goals Through Education

Empowering Your Goals Through Education

Rather than confuse you with complex financial jargon, our simplified approach helps educate you so that you can make informed financial decisions. Together, we'll formulate strategic plans that reflect your goals at every life stage.

Personal and Business
Financial Planning Services

Our comprehensive services ensure we’re your trusted resource for personal and business financial planning needs.

Personalized Financial Solutions

Our personalized approach helps us better understand who you are and what matters most so we can prioritize your best interests with every decision.

Personal Services

Comprehensive Business Services

We understand the unique needs of business owners, and provide comprehensive resources that include exit planning and employee benefits to help you focus on what matters most.

Business Services
Schedule a Meeting with Us

Schedule a Meeting with Us

If you’re ready to learn more about whether our tailored services and education-first approach are right for you, contact us today to schedule a meeting for more information.

Serving Individuals, Families and Business Owners

Individuals & Families

Individuals & Families

Whether you’re supporting a growing family or saving for retirement, our experienced advisors offer customized solutions for your goals.

Nearing Retirement

Nearing Retirement

We’ll help you build a clear plan to smoothly transition from the accumulation to distribution stage according to your assets and needs.

Living in Retirement

Living in Retirement

At this life stage, we’ll monitor your assets and make adjustments as needed so you can enjoy a comfortable retirement lifestyle.

Business Owners

Business Owners

We understand the unique needs of business owners and provide customized plans from growth through retirement.

Resources to Enhance Your Financial Literacy

To help you make more informed decisions, we offer carefully curated resources to improve your financial literacy.

Impact Investing or Philanthropy

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
What If Your Kids Decide Against College?

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

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Contact Us

918-376-6195


Address

5030 East 101st Street, Suite A

Tulsa, OK 74137