About ProPath Financial

Comprehensive Financial Planning

ProPath Financial is a fee-only Registered Investment Advisor. We provide asset management and financial planning services for the age 40 and older executive, vice president, ceo, high-income earner and business owner that cares about their lifestyle. If you live a healthy life, you will probably live longer. If you live longer, you need a better financial plan so you can live the way you want.

The areas we focus on are investment planning, tax strategies, retirement planning, cash flow, social security planning, and executive compensation.

A 2018 study showed the increased life expectancy for those living an active lifestyle.

 

What Makes Us Different

We believe retirement should be the time where you feel the most free.

The reason that you hire a financial planner is not just for the expertise, but the freedom. It takes hours to operate a financial plan, and we want to take that off of your plate so you can spend time doing the things you love. You should be free from worry about your finances or if you are making the right decisions. 

What differentiates us is the attention that is given to each client. Each relationship starts with a meeting to understand what is important to you. Your goals and image of what you want retirement to look like is the most important piece to the puzzle.  Then, we use state of the art financial planning technology to find out what we need to fix now and in the future.  We let high quality technology guide us. Once we start finding the areas of opportunity in your financial life, we start to implement specific strategies that achieve your goals. 

The project doesn’t stop at the implementation of the recommendations. We will continuously meet to review, adjust, and adapt to changing market conditions. Your financial plan is a living breathing thing and it can not be neglected. 

Our Values

People first–always.

Accessibility

Access to money and to your advisors.

Clients know that we’re available whenever they have questions or concerns.

We’re a team, not a transaction.

Transparency

No shady business.

Our fees and processes are all out in the open so you know where your money is and where we are every step of the way. ProPath never holds your money.

Commitment

Saving is a marathon, not a sprint.

Saving requires the same discipline that it takes to pursue an athletic endeavor. We believe in practicing discipline and aiming for continual self improvement in every area of our lives.

Integrity

Relationships are built on trust.

We hold ourselves and conduct our business to high standards of fairness, honesty, and integrity.

Inclusivity

Wealth is for everyone.

We believe in the potential of everyone to gain financial freedom, regardless of their race, gender, or background.

Thatcher Taylor, MBA and CFP®

Hi! I’m Thatcher, the founder and CEO of ProPath Financial.

My whole career has been in the financial services industry. The week after I left college, I started taking certification tests and knocking on doors to find clients.  

Throughout the years in the industry,  I started to understand that every firm I worked for had specific motives that were company driven. The large organizations spread their advice, products, and services to build the bottom line. Not at ProPath. The fee-only model puts the client first. 

My most eye opening experience was when I worked in the Ultra-High Net Worth department at Vanguard for over 4 years. I realized that the majority of wealthy people didn’t become wealthy overnight. It was a culmination of many years of hard work and dedication to saving and investing. After working with thousands of clients, in 2019, I started ProPath to help families retire with the freedom they deserve by only using the products they need.

Pet: Dogs

I have two active big dogs named Dude and Buzz that get me up before the markets are even open. Because of them, I am always ready for the big headlines.

Sport: Golf

I love playing golf. I can’t deny it anymore.
You will most likely catch me at Camelback Golf Course in Paradise Valley.

Vice: Bakeries

I love baked goods. In fact, I am sort of a glutton for sweets. Lux on Central in Phoenix is my go to spot for some solid cheat meals. We all have vices, right?

Workout: Crossfit

I can’t express enough the value of exercise, and my wife hates me for it. The method of choice: Crossfit. I even made it to the Crossfit Regionals in 2018 and was a coach for 8 years!

State: Montana

I do love Arizona, and my wife is a native, so I will probably always live here. However, Montana will always be my home. One of my retirement goals, house on Flathead Lake.

Podcasts

I love a good podcast. My go to are the Freakonomics Radio Podcast, any of the Morningstar Podcasts including Investing Insights and the Longview,  and the Bogleheads Podcast.  

Tools We Use