Downloadable Content

Prospective Client Brochure

Check out this brochure to learn more about us, our approach to wealth management, and our guiding principles.

What to Expect as a Taylor Hoffman Client

We’re not your typical financial planners. Download this guide to learn what it’s like to be part of the Taylor Hoffman family. 

Important Numbers – 2020
2020 ira contribution limits

A handy cheat sheet for yearly tax brackets, retirement plan & IRA contribution limits, RMD tables, Social Security figures, and much more!

Financial Records Organizer
financial records organizer

Keeping your financial affairs organized is half the battle. Download our Financial Records Organizer to get started today!