Taylor Kovar

Personal Finance, Investing, Small Business
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“Taylor Kovar is a highly sought after financial manager, author, and speaker who focuses on providing unique solutions to complicated financial situations for foundations, institutions, and families.”
Firm:

Kovar Capital

Job Title:

CEO

Biography:

Taylor is the CEO and founder of Kovar Capital Management LLC. After starting his finance career with a major Wall Street firm, Taylor decided to branch off and start Kovar Capital in order to provide his clients with a more personal wealth management experience. He has been quoted and published in a variety of different media on topics ranging from healthcare to youth ministry to technology to, of course, personal financial management. Before founding Kovar Capital, he was a key member of the team that helped launch and implement one of the fastest growing healthcare technologies in the United States, HealthTrust Software.

Kovar Capital is a luxury boutique wealth management firm nestled in the heart of beautiful downtown Lufkin. As fee-based, fiduciary professionals, Taylor and his team most often serve in the role of financial life managers for successful business owners, healthcare specialists, c-suite executives, and other public figures such as politicians and professional athletes. In this capacity, Taylor's team monitors, manages, and implements strategic plans for their client’s vast array of assets, regardless of their type or location. With a strong focus on providing truly holistic advice, taylor is committed to serving families and businesses with an exclusive wealth management experience.

His passion in life is to be the example of what a Godly husband, father, and businessman represents. He lives his life and treats others the way that he wants to be treated and it is this lifestyle that has made him a trusted advisor to individuals and businesses across the globe.

Taylor is married to his high school sweetheart, Megan, and they live in Lufkin with their two young children.

Education:

BBA, Finance, Stephen F Austin State University

Assets Under Management:

$100 million

Fee Structure:

Fee-Based

CRD Number:

6112979

Insurance License:

#1818235

Disclaimer:

The common sense disclaimer: This is a public website and questions are asked in an informal setting so all users should take into account that I do not know all of the details of your situation and as such cannot be held liable for your actions/outcomes/etc based upon my ideas.

All warranties/disclosures/privacy policy/terms of use/other legalise/etc can be found at http://kovarcapital.com/disclosures/

All Answers
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Most Helpful
    Investing, Choosing an Advisor
Can you explain why a live advisor is a better option for financial advice than a low-fee, low-minimum automated advisory service?
33% of people found this answer helpful

It all depends on what you're looking to get out of your advisement. If you're new to investing and have lots of questions, a robo advisor probably won't give you the detailed information you might need. If you have a good strategy and just need to make your dollar go as far as possible, an automated service could be the perfect solution. 

Whether you go with a live advisor or a virtual option doesn't really depend on the types of funds you're investing in, as you should be able to get whatever you want through either type of service. That's what's most important - make sure your advisor, flesh and blood or otherwise, can help you meet your personal goals and invest your dollars as you see fit. If a robo advisor can do that for less money than a real person, feel free to go with that option. If the robot isn't able to meet your needs, find a person who can. 

March 2018
    Debt, 401(k), Taxes
Is it good idea to withdraw from your 401(k) to pay off credit card debt in your early twenties?
February 2018
    Career / Compensation, Debt, Insurance
Can I afford to finance a used car and make total car payments of $400 per month with my current monthly expenses?
25% of people found this answer helpful
February 2018
    Real Estate
Is it a sound financial decision to buy a house that you will only live in for four to five years?
33% of people found this answer helpful
February 2018
    Investing, Starting Out
I am a college student that's new to investing; what is the best platform to begin investing $100 per month?
50% of people found this answer helpful
February 2018