Thatcher Taylor, CFP ®, MBA
Wealth distribution is a new ball game
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Propath Financial
Thatcher Taylor, CFP ®, MBA
Eagle, ID
Serving Clients Nationwide
Wealth distribution is a new ball game
Areas of Focus
- Cash Flow
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Social Security
- Taxes
About Me
Thatcher Taylor is your retirement coach. With almost 15 years of experience in the financial services industry, he’s here to coach you through the best time of your life, retirement.
Thatcher is a CFP® (Certified Financial Planner®) who specializes in delivering flexible and comprehensive planning. Think of him as your personal coach, crafting winning strategies for your financial success. After obtaining his undergraduate degree at Southern Utah University, Thatcher pursued his MBA at Grand Canyon University. While he loves retirement planning, he may love coaching even more. Thatcher spent 8 years, in his free time, coaching Crossfit classes and honing his own skills to be in the top 1% of the world in the sport. He knows what it takes to push beyond your limits and help you achieve greatness. With him by your side, you'll be smashing your financial goals in no time.
While Thatcher hails from the charming town of Dillon, Montana, he now resides in the beautiful Boise, Idaho. Living with his wife, Kelly, and their young champions, Lily and Ray, he's built a winning team in his own home. When he's not coaching his clients to financial victory, you'll find Thatcher on the golf course, perfecting his swing with the precision of an Olympic athlete. He's a fitness enthusiast, always pushing himself to stay in peak condition. And of course, family time is his ultimate gold medal—creating lasting memories with his loved ones.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Master of Business Administration (MBA)
Affiliations
-
CFP Board
- The AGC
Primary Location
2164 E Celia Court Eagle, ID 83616
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
At Pro Path Financial, we live by one mantra: Goals, Plan, Assets – in that order. We begin by obtaining a complete understanding of your most cherished goals. Then, we move through the process once we have a strong comprehension of what you want to achieve. Then we build your custom plan. The plan achieves those goals, which includes an estimate of how much capital you will need. Lastly, we manage and accumulate assets to support the plan that is intended to achieve your goals.Think of marathoners, triathletes, mountain climbers, crossfitters, weightlifters, and outdoor enthusiasts alike. To be the best in your realm, you follow a program, or have a coach, or both. That is what retirement planning is all about. Having a coach and a program so you can do what you love. Even in the last decades of your life.
As the advisor and founder at Pro Path Financial, Thatcher Taylor specializes in a variety of financial planning & asset management strategies, including defining goals, retirement planning, income distribution, social security, and stock & equity compensation.
Retirement Planning is customized:
Your main competition in retirement is execution. There are two retirement crises right now.
1. Not having enough money to keep the active lifestyle you want. Traveling, competing, playing, training, enjoying, living.
2. You have too much and don't know how to spend it.
Just like an athlete doesn't want to build their own training program, they will hire a coach to think for them so they can focus on being the best athlete they can be. Families hire me to build the retirement program so that they can just focus on living the life they want and executing on that alone.
To do this, you will get strategies around asset accumulation, income distribution, social security planning, precision goal setting, and retirement planning as the areas of opportunity to make sure you don't outlive your money.
More broadly, we are proud to coach you through our Retirement Programming process, where develop specific steps to achieve your specific goals and needs.
It is also important to note that because we hold honesty, simplicity, and effort above all else, we do not sell any unnecessary products, and we maintain a clear and concise fee schedule.
👇🏼Some Major Planning Areas👇🏼
✅ Retirement Income
✅ Tax Planning
✅ Investments
✅ Social Security Timing
✅ Insurance Optimization
✅ Cash Flow & Savings
Education
Southern Utah University Bachelor of Business Administration - BBA
Hobbies and Interests
- Animals
- Exercising
- Family
- Golf
- Hiking
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
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