TAYLOR'D FINANCIAL

Anthony Taylor,

LUTCF, CLU

Investment Adviser Representative, Eagle Strategies LLC

(801) 567-7494

(801) 830-0268

(801) 377-5433

ajtaylor@ft.newyorklife.com

150 W Civic Center Dr Ste 600

Sandy, UT 84070

In construction and steel, every structure starts with a solid foundation and your business and personal finances should be no different. Taylor'd Financial specializes in helping construction professionals, contractors, fabricators, erectors, detailers, and business owners protect what they’ve built and plan for what’s ahead. From estate planning and buy-sell agreements to key person insurance, executive benefits, group coverage, and retirement strategies, Taylor'd Financial offers planning solutions designed for the unique risks, cycles, and opportunities in your industry. Whether you're looking to secure your family's future, protect your partners, retain top talent, or create a smooth business succession, we are here to help you build a plan as strong as the work you do every day.

Financial Advisor, LUTCF, CLU, Investment Advisor with Eagle Strategies, NAIFA Member, ABC Member

Anthony Taylor

Anthony Taylor started in the insurance business in 1997 with an internship with New York Life. He graduated from Brigham Young University with a business finance degree. He went on and received his LUTCF and CLU certifications early on in his career. Anthony has served as president of the Central Utah NAIFA chapter, as well as the president of the Utah Valley Estate Planning Council. Anthony joined New York Life's business owner planning group, called The Coaching Series, and has been specially trained on how to help high net worth individuals with their business and personal planning. Anthony is currently a member of the Associative Builders and Contractors Association and is on their legislative board. Anthony is also a proud partner of Eagle Strategies and New York Life, ensuring the best investment and insurance plans for business owners and their businesses.

Anthony has always had a passion for helping business owners with their comprehensive planning. He specializes in assisting steel erector, fabricator, detailers, construction companies and business owners elevate their businesses with custom planning.

Protect legacy and family

Estate Planning

New York Life offers specialized estate planning services for construction and steel industry professionals. Recognizing the unique challenges these business owners face, like tight margins, asset-heavy operations, and blended personal/business finances, the firm helps clients:

Preserve their business legacy through tailored succession plans
Protect their family’s financial future with liquidity and debt-reduction strategies
Coordinate personal and business assets for smooth transitions
Prepare for the unexpected using tools like life insurance, trusts, and buy-sell agreements

With decades of experience and support from Eagle Strategies, New York Life helps construction professionals ensure their legacy endures.

Taylor'd Services