Take Life further

The Comprehensive Review.

One focused conversation. An opportunity to step back, bring your financial life into focus, and talk about where you are today, what matters most, and what you want the next chapter to look like.

Personalized around your life, your family, and everything you have worked hard to build.

60 Minutes

One focused hour

Personalized

Built around you

No Cost

No Obligation

60 Minutes

Fiduciary

No Cost

One focused hour

Your best interest

No commitment

Our Approach

Planning Begins With You.

Your financial life is personal. Your planning should be too. Before discussing accounts, strategies, or products, we take time to understand the life those resources are meant to support.

We want to understand where you are today, what matters most, and what you want the next chapter to look like. That includes the people you care about, the priorities you are working toward, and the financial decisions currently on your mind.

From there, we begin connecting the pieces. Retirement income. Investments. Tax considerations. Protection and legacy planning. Each area can influence the others, which is why we believe they should be considered together.

The Advisors 360 Model gives structure to this broader view. It helps us consider the connections across your financial life while keeping your priorities at the center. If we mutually decide to continue, the model helps guide the deeper planning and decisions that follow.

The purpose of this first hour is to get acquainted, understand your financial picture, and determine whether continuing together makes sense.

The Advisors 360 Model.

The Advisors 360 Model is our end-to-end planning process, forged through two decades of real-life client experience and sharpened by our team's intellectual capital. It is how we turn complex financial lives into clear, coordinated action.

Every family we serve benefits from the same disciplined Advisors 360 Model, yet no two plans look alike, because your story, goals, and constraints are uniquely yours.

The Four Areas We Coordinate

01 Investment and Wealth Management.

Your portfolio should serve the full plan, not just a benchmark. We look at what you own, what you need, and how all of it works together.

02 Retirement and Financial Planning.

The transition from earning income to drawing income is the most consequential financial shift most families make. We plan it before it happens.

03 Tax Management and Distribution Planning.

When you pull from accounts, in what order, and in which years matters across a long retirement horizon. We plan the tax picture before the decisions are made.

04 Legacy, Long-Term Care, and Estate Planning.

What you have built is supposed to go somewhere.

Protection, transfer, and the people who matter most.

The Comprehensive Review is how we figure out which of these is most urgent for your family right now.

Sixty minutes. No cost. No commitment.

The Process

How We Work Together.

These four areas describe what we consider. The steps below explain how a relationship may develop, beginning with a personal conversation and continuing only when working together makes sense.

Step 1 — Discovery

The Comprehensive Review Begins.

The first hour is centered on you. We take time to understand your life, your family, your priorities, and the financial decisions currently on your mind. It is also an opportunity for both of us to determine whether the relationship may be a good fit.

Step 2 — Envision

The Rough Draft

If we mutually decide to continue, we gather the relevant information and take a deeper look at the areas that matter to your situation. This allows us to identify areas based on our discovery meeting that we can strengthen your financial plan. We will overview the four areas and demonstrate the impact of having coordinating financial plan now and in moving forward and introduce the framework for...

Step 2 — Strategy

Bringing Your Financial Picture Together.

Commitment to work together is reached. Time to get to work and bring the full team in to evaluate, create the strategies that will drive...

Step 3 — Implementation

Turning Planning Into Action.

We explain our recommendations, answer your questions, and help you evaluate the available choices. There are multiple ways to meet the objectives. It's time to evaluate options and how those decisions impact goals... Once we are in agreement of the path forward it is time for implementation.

Step 4 — Monitoring

Planning That Evolves With You.

Establish cadence for meeting to review progress, revisit priorities, and adjust the strategy when new needs, decisions, and opportunities arise.

Our ProcessThe Life Further Framework Powered by LifeMap

Your financial life is made up of decisions that influence one another. Our proprietary process helps us consider those connections across four important areas, so planning remains coordinated and centered on what matters to you.

The framework is consistent. The planning is personal.

The Four Areas We Coordinate

01 Investment Strategy

Your portfolio should support your broader financial plan. We consider what you own, what each investment is intended to do, how much risk may be appropriate, and how the pieces work together.

02 Income and Distribution Planning

Retirement changes how your financial resources need to work. We consider income needs, Social Security, savings, and the decisions ahead to help create a coordinated retirement strategy.

03 Tax Strategy

How and when retirement assets are used can affect taxes over time. We consider account types, withdrawal sequencing, and timing as part of the broader plan and in coordination with your tax professional.

04 Health Care and Legacy Planning

Insurance, long-term care considerations, beneficiary decisions, and estate documents can all play a role in protecting the people and priorities that matter to you. We help coordinate these considerations with the appropriate professionals.

The Comprehensive Review helps bring these areas into view and identify where deeper planning may be valuable.

our purpose

What It Means to Take Life Further.

Taking life further does not mean pursuing more for the sake of more. It means using your financial resources with greater purpose, so your decisions support the life, people, and priorities that matter most to you.

Begin With

Where You Are.

Bring your financial picture into focus by considering how retirement income, investments, tax considerations, protection, and legacy decisions connect.

Then Into

What Matters.

Clarify the people, priorities, and experiences you want your financial resources to support, both today and in the years ahead

Toward

What Comes Next.

Consider the decisions ahead, the possibilities you want to pursue, and the areas where deeper planning may be valuable.

Sixty minutes. No cost. No obligation.

The Hour

The Hour That Connects the Pieces.

We listen first. We ask the questions you wish someone had asked you earlier. We connect the pieces that have not been connected.

Begin With

Your Life.

Not your portfolio. Not your statements. Your life. What you are working to protect. What the next chapter is supposed to feel like. The trip you keep putting off. The grandkids. The home you want to stay in.

Then Into

The Money.

The accounts you have built. The income coming in and the income you need. The taxes. Social Security. Pension elections. The 401k that needs a real strategy, not a default option.

Toward

The Path Forward.

A clearer picture of where you are, where the gaps are, and what comes next. If we are the right firm, we will tell you. If we are not, we will say that too.

Sixty minutes. No cost. No commitment.

A Note From Mark

Why We Built Advisors 360.

I founded Advisors 360 with a simple belief: financial planning should begin with the person, not the portfolio.

Every family has a different story. You have worked, made sacrifices, cared for people, navigated change, and built financial resources for a reason. Before we discuss strategies or solutions, we want to understand that reason and what you want the years ahead to make possible.

That belief shapes how our family approaches this work. My wife, Joy, has helped build and operate Advisors 360 from the beginning. Our son, Ryan, brings his background in finance, business, and military service to the next generation of the firm. Together with the broader advisory and operations team supporting us, we are committed to providing a personal relationship backed by a thoughtful and disciplined process.

For us, financial planning is about more than accounts and investments. It is about creating opportunities, caring for the people you love, and using what you have built with greater purpose. That is what it means to Take Life Further.

I have been in practice for twenty-five years. As seen on ABC, NBC, CBS, and Fox affiliate programs discussing retirement planning and fiduciary practice. I host a podcast called Beyond the Dollar Signs, where we talk about the real questions families face about money and the lives they want to build.

The introductory conversation gives us an opportunity to get to know one another and determine whether working together makes sense. If it does, we will explain the next steps clearly. If it does not, we will be honest about that too.

Mark Taylan

Founder, Advisors 360

FAQ

What You May Be Wondering Before We Talk.

Who is the comprehensive review designed for?

The Comprehensive Review is designed for individuals and families approaching or living in retirement who want a more coordinated view of their financial lives. It may be especially helpful when decisions involving retirement income, investments, tax considerations, protection, and legacy planning need to be considered together.

What happens during the introductory conversation?

We will spend about 60 minutes getting acquainted and discussing what matters most to you. That may include your goals, priorities, questions, and general financial circumstances. We will also explain how Advisors 360 works and determine together whether continuing the conversation makes sense.

Is there a fee or obligation?

No. The introductory conversation is offered at no cost, and there is no obligation to continue. If we mutually decide that a next step makes sense, we will clearly explain the available services, fees, and what the process may involve before you make a decision.

Do I need to have my financial documents ready?

No. You do not need to gather statements or prepare detailed financial information for the first conversation. Simply come prepared to discuss what is on your mind. If we decide to continue, we will explain what information may be helpful and how to share it securely.

What if I am not ready to make any decisions?

That is completely fine. You will not be expected to make financial decisions during the introductory conversation. The purpose is to get acquainted, discuss your priorities, and determine whether Advisors 360 may be the right firm to help.

What happens after the introductory conversation?

If we both believe there may be a good fit, we will explain the possible next steps. Depending on your needs and the type of engagement, that may include reviewing an agreement, gathering relevant information through a secure process, and scheduling a follow-up meeting. Whether to continue is entirely your decision.