Patrick W Taylor, CLU®, ChFC®, CFP® FINANCIAL REPRESENTATIVE HOME WHO WE ARE PLANNING SERVICES INSURANCE INVESTMENTS RESOURCES CLIENT CENTER Patrick W Taylor, CLU®, ChFC®, CFP® Financial Representative 3300 PGA Boulevard Suite 400 Palm Beach Gardens, FL 33410-2810 Office 561-630-6300 CONTACT ME GET A MAP Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals. You know what you want in life. What you may not know is what challenges may arise along the way. When it comes to financial security, you need to be prepared and protected for what life brings. Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated. That is where Patrick Taylor comes in. Patrick Taylor takes the time to get to know you and your preferences. He can help you anticipate and prepare for the best—and worst scenarios. By listing your goals and objectives, identifying your assets and liabilities, and comparing what you have to what you want, Patrick Taylor can provide you with risk protection that can help make your goals a reality. My Mission As a Northwestern Mutual Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation. Whether your needs be for your family or your business I will work with you to help identify your financial goals, suggest a solution to help you reach those goals, and show you ways to implement them. I commit to building a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself. THE NORTHWESTERN MUTUAL DIFFERENCE We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one. Best Life Insurance Company ranked by NerdWallet, 2019 to 20201 AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2 Top 10 U.S. Independent Investment Broker-Dealers3 1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved. 2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company. 3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021. How a Bigger Home Affects Your Budget Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More Questions to Ask a Wealth Manager What Is the Difference Between Budgeting and Financial Planning? ACCOUNT ACCESS CALCULATORS SHOULD I CONVERT MY IRA INTO A ROTH IRA? WHAT IS MY BUSINESS WORTH TODAY? WHAT INVESTMENTS CAN I USE TO SAVE FOR COLLEGE? HOW MUCH AM I SPENDING? ADVANCED PLANNING LIBRARY To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BROKERCHECK LEGAL NOTICE|ONLINE PRIVACY STATEMENT|CUSTOMER PRIVACY NOTICE|THIRD PARTY LINKS © 2021 The Northwestern Mutual Life Insurance Company. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability Insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. Patrick Wayne Taylor is an Insurance Agent of NM and NLTC. Investment brokerage services provided as a Registered Representative of NMIS. Investment advisory services provided as an Advisor of NMWMC. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and representatives. Financial advisors and representatives and their staff might not represent all entities shown or provide all the products or services discussed on this website. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services. Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative. Patrick Wayne Taylor is primarily licensed in FL and may be licensed in other states. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.