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"!
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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.
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 |
Financial Services |
Financial Planning for BusinessesUnderstanding 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 IndividualsPutting 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 & ConsultingA friendly process of answering questions and developing solutions. This can be a one-time engagement or on a recurring monthly subscription basis. |
Portfolio ManagementA 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 PlanningRetirement has different definitions by many different people. We sit and listen, ask questions and then develop a format that is flexible and manageable. |
401K RolloversDependent upon the Client's needs for future guaranteed funds will determine the amount and re-investment of the funds. |
Insurance PlanningThis 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. |
AnnuitiesAnnuities 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 & TrustsCrucially 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 & MitigationNo 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 & PlanningThe Traditional 529 Education investment vehicle is sound and a proven system. |
Investment Management & AdviceInvestment 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 ManagementLife 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 ManagementHelping 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 |
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. |
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
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Mon. | 9:00 AM - 4:00 PM |
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Tue. | 9:00 AM - 4:00 PM |
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Wed. | 9:00 AM - 4:00 PM |
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Thu. | 9:00 AM - 4:00 PM |
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Fri. | 9:00 AM - 1:00 PM |
| Northland area | eastern Jackson County |
| all of Clay and Platte Counties in Missouri. Kansas City Metropolitan Area (35 mile radius) | |
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