Why Taurus Capital Management

Individual Services

Every individual is just that, an individual. Each of our clients has their own unique needs. Whether it is planning a strategy for growing their retirement investment portfolio, determining the right mix of bonds to provide a desired after-tax income stream, trying to reduce the risk of a concentrated stock position, or finding the right asset allocation mix, Taurus Capital Management will help you find the right solution. We also work closely with our clients’ outside advisers, such as accountants or estate planning attorneys, to design and coordinate solutions for each client.

Through building long-term relationships with our clients, Taurus Capital works together with you to create and stick to a plan to meet your needs. We strive to educate you on your investments with our belief that an informed and involved client is more satisfied client. No account is too small and all clients have unlimited access to our advisors and information. We want to help you with all of the following common needs:

Retirement Portfolios to Assure Sufficient After-Tax Cash Flow

  • Wealth preservation requires different strategies than wealth accumulation
  • Proper asset allocation between bonds for income and stocks for growth
  • Generate sufficient after-tax cash flow from your investments to preserve your lifestyle and protect your future.

Investment Portfolios

  • Building reserve funds to protect you and your family
  • Growing additional wealth outside of retirement accounts

Rollover IRAs from 401k Plans

  • 401k plans should be rolled into Rollover IRAs for the following reasons
  • Lower fees in Rollover IRAs. 401k plans have unseen fees which often total 2 – 3% annually.
  • Better investment selection. Rollover IRAs can hold just about any investment while 401k plans typically only give you a maximum of 7 – 10 investment options.
  • Consolidate your investments as you change jobs to avoid having scattered unmonitored accounts.

Traditional IRAs and ROTH IRAs

  • Pre- and After-Tax retirement savings programs to maximize your retirement planning options
  • Blending these investment strategies with other accounts you have to avoid duplicating investments in all accounts

College Funding Programs

  • 529 Plans
  • Education IRAs