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Edward Taylor, AIF®
The Jamison Edward Group

Tel: 816-429-5055
601 NE 70th Street
#101
Kansas City, MO 64118
The Jamison Edward Group | Financial Advisor in Kansas City ,MO

Plan Today Because Tomorrow Never Arrives



About Edward Taylor

Ed Taylor spent his formative years in the military as a United States Marine and later received a commission in the United States Army as a Corps of Engineers Second Lieutenant. His service to our Nation took him to Iraq (Gulf War - Desert Shield / Desert Storm), Korea and myriad assignments in the United States.

It was during this time that he gained a passion for helping others with their finances. Ed would assist those in his charge with obtaining loans, preparing financial statements and providing advice for preparing annual taxes. He left the military in 1998 but continued working for the federal government as an engineer. He continued to help associates, friends and family with their life and financial planning all the time working a full time position for the federal government. He merely continued to help; not for the money, but because he cared and had a passion for helping others. He received early retirement in January of 2014 from the Department of the Army as a federal civil servant with his career culminating as the Command Engineer for the Combined Arms Center and Fort Leavenworth; Fort Leavenworth, Kansas. He returned to East Tennessee to care for his momma until she ascended to Heaven that November.

He returned to the Kansas City area and today he focuses on helping families address their financial issues and restructuring their resources to face the inevitable, the untimely loss of the family income. Ed lost his father at age seven and understands the demands and stresses put on single parents to raise a family when the primary income is lost. Though the $10,000 whole life insurance left by his dad was a substantial amount for an upper east Tennessee blue collar family in the 1960s, it clearly wasn't enough to properly prepare for the future.

Ed brings a wealth of understanding and knowledge pertaining to new and seasoned professionals in the federal government sector, medical profession and today's blended families. His full understanding for the federal government is unique, in that, he was "part of the system" and is now a "retiree of the system". His specialized knowledge in this area provides individuals and families a resource that can integrate private and public sector retirement planning into a singular comprehensive plan. Furthermore, his keen insight into continuity and succession planning provides an overarching process to ensure each area of financial planning is reviewed, goals established and a viable pathway forward so individuals and families can make more space on their "Plate of Life"!


About The Jamison Edward Group

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The Jamison Edward Group is a Registered Investment Advisor in the State of Missouri. Integrated Financial Solutions of Kansas City and The Jamison Edward Group are affiliated companies.

IFS of KC is an Insurance Brokerage and Financial Planning Firm that serves the Greater Kansas City Metropolitan Area and under certain situations individuals and families outside of the area.

The Jamison Edward Group LLC does business as The Jamison Edward Group. Green Tree Heart LLC does business as Integrated Financial Solutions of Kansas City.

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General Information

Firm Start Year:   2016
No.of Employees:   1
Insurance License#:   5068144
Name of Custodial Firm:   SSG Institutional/Pershing, LLC & Capital Group/ American Funds
States Licensed in:   MO
Number of Years with Current Firm:   2
Work Experience:   United States Marine Corps and USMC Reserves - 1980 - 1985 Rust Engineering Group, Y-12 Nuclear Plant; Oak Ridge, TN - 1986-1988 United States Army - 1988 - 1998 Rust Engineering Group, Fort Wood, MO - 1998-2000 DST Systems, Kansas City, MO - 2000 - 2002 Dept of the Army, Federal Civilian Service, various locations - 2003 - 2014 Business Owner in the Insurance and Financial Planning Industry - 2006 - Present

Ed Taylor is a 1985 graduate from the University of Tennessee - Knoxville majoring in Civil Engineering Received his Master of Arts in Public Administration from Webster University in St. Louis, Missouri in 1998.
Work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided:   Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management

Services

Investment Types:   Bonds, Stocks, Annuities, Insurance, Mutual Funds, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Office, Via Email, Via Phone, Our Office, Your Home, Video Conference, Our Offices

Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Annuity, Health, Life, Long Term Care

Firm Information

Assets Managed by Advisor:   $2M

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $0
Compensation Methods:   Based on Assets, Hourly, Flat Fee, Commissions
Fee % Based on Assets:   Up To 1%
Hourly Rate:   $75
Additional Details on Charges:   Accounts over $10K are as follows - First: $500K @ 0.96%; Next: $501K - $1M @ 0.68%; Final: Over $1M @ .024%

All percentages are based on an annual basis with Management Fees deducted quarterly based on the value at the close of business on the last trading day of the quarter (March/June/August/December). It is prorated your first quarter as a percentage of days your account is with us (ex: Funds arrive January 15th; fee would be the sum of 16 days in Jan, 28 days in Feb (unless leap year) and 31 days in March (Total = 16+28+31 = 75 days). Percentage would be (75/90)*100=83.3% of that Jan-Mar Quarter.

Accounts under $10K are held at Capital Group/American Funds at 1%

There is a 6-month on-going subscription for $35/month.
Minimum Fee Charged for Managed Accounts:   N/A
Minimum Fee Charged for Hourly Planning Accounts:   $75

Board Positions

Organization:  Cameron Veterans Home Assistance League  Cameron, MO
Position :  Member
Duration :  02/03/2014-06/03/2018

Education

Master of Arts - Public Administration  Webster University - Fort Leonard Wood, MO
01/08/1997-06/13/1998
Bachelor of Science - Civil Engineering  University of Tennessee - Knoxville, TN
09/11/1978-06/14/1985

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Financial Services

Financial Planning for Businesses

Understanding the basics of business fundamentals helps provide the owner with an outsider's perspective. Typically interview key employees and a few at various levels to get a sense of perspective, attitude, and concerns that are documents. Recommendations are provided as part of an overall out-brief to the owner and the team, if desired.

Financial Planning for Individuals

Putting numbers on a sheet of paper is easy; Understanding their impact without monitoring them can be a tragedy. General budgeting and setting/tracking small goals establish the mindset to expand the process.

Financial Advice & Consulting

A friendly process of answering questions and developing solutions. This can be a one-time engagement or on a recurring monthly subscription basis.

Portfolio Management

A very simple approach where investments align with the Dow Jones Industrial, S&P 500, and the NASDAQ. Exchange Traded Funds (ETFs) are the primary holdings.

Retirement Planning

Retirement has different definitions by many different people. We sit and listen, ask questions and then develop a format that is flexible and manageable.

401K Rollovers

Dependent upon the Client's needs for future guaranteed funds will determine the amount and re-investment of the funds.

Insurance Planning

This area is integrated into the Financial Planning and Risk Management areas. 99.9% of clients are different in their requirements and solutions recommended. Typically a combination of cash value and term duration are recommended based on the assets and liabilities, goals, and immediate need.

Annuities

Annuities have their place in the majority of Financial Planning recommendations for individuals over 50 years old. We rarely recommend using an entire amount of money on-hand to fund an annuity. Every case is different, period!

Estate Planning & Trusts

Crucially part of all financial planning areas. Depending on the marital status or partnership arrangement determines which documents are suggested. We are not a law firm; therefore, we can not develop legal documents. We outsource this to other colleagues or recommend a meeting is arranged with their respective attorney.

Tax Planning & Mitigation

No formal tax advice nor services are provided. Explaining how Qualified and Non-qualified accounts are impacted by taxes is the extend of how taxes impact investments.

Education Funding & Planning

The Traditional 529 Education investment vehicle is sound and a proven system.

Investment Management & Advice

Investment Advice and management is fundamental to guiding clients during both up, down and sideways markets. When their portfolio is growing, all is great; when it tumbles, it all depends upon how the dialogue has been exchanged between advisor and client.

Risk Management

Life is a risk by itself on a day-to-day basis. You never know what it will offer or take away. With that, a variety of insurance solutions from property to life to professional liability all have their place. A thorough evaluation will determine the need and value required.

Money Management

Helping young clients build a realistic budget and adhering to it is the greatest pleasure a planner should seek. This is an area of passion.


Faqs

Do you have a customer satisfaction or refund policy?

NO

Will you be the only person working with me?

YES

Do you offer any guaranteed results?

NO

How much risk should I be willing to take?

Based upon answering a Risk Tolerance Questionnaire, our discuss and YOUR final decision...Not Mine.

Have you ever been charged with any breaches?

NO

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Disclaimer

Advisory services are offered through The Jamison Edward Group, LLC, a Registered Investment Advisor in the State of Missouri. Insurance products and services are offered through Integrated Financial Solutions of Kansas City, an affiliated company. Whenever you invest, you are at risk of loss of principal as the market fluctuates. Past performance is not indicative of future results. Purchases are subject to suitability. This requires a review of an investors objective, risk tolerance and time horizons. Investing always involves risk and possible loss of capital.

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 1:00 PM

Communities Served

Northland area eastern Jackson County
all of Clay and Platte Counties in Missouri. Kansas City Metropolitan Area (35 mile radius)

Compensation Arrangements

Bank Transfer

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