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Unlock your path to financial success

I am a Certfied Financial Planner professional with over 30 years of experience in the financial industry. Your path to financial prosperity starts here.


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Financial planning
Develop a financial roadmap based on your life goals, including budgeting, saving, investing, and retirement planning, to secure your financial future.
Investment advisory
Receive expert guidance on building and managing a diversified investment portfolio, aligning with your risk tolerance and financial objectives for optimal returns.
Retirement planning
Ensure a comfortable retirement by strategizing and managing your finances to meet post-retirement lifestyle goals, including pension planning and withdrawal strategies.
Estate planning
Safeguard your legacy with strategic estate planning, including wills, trusts, and wealth transfer strategies, ensuring the smooth transition of assets to future generations.
Craig Taylor offers investment advisory services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal or accounting advice. Pathway Wealth Strategies LLC is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through Craig Taylor, independent agent. This communication may contain information that is proprietary, privileged, or confidential, or otherwise legally exempt from disclosure. If you are not the named addressee, you are not authorized to read, retain, copy, or disseminate this memo or any part of it. If you have received this memo in error, please notify the sender immediately by Email or fax, and destroy all copies of this communication. Please be further advised that, pursuant to the Bank Secrecy Act, the USA PATRIOT Act, and similar laws, any communication in this e-mail is subject to regulatory, supervisory, and law enforcement review. Pathway Wealth Strategies LLC, Craig Taylor, and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.

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ctaylor@gradientadvisors.com
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49 PINE GLEN RD SIMSBURY CT 06070-2742 US
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