Devin Taylor
Retirement Plan Specialist
Hello, my name is Devin Taylor and I’m here to help you approach retirement planning with confidence. Whether retirement is around the corner or decades away, there’s a lot you can do to prepare ahead and I’ll be happy to walk you through everything you have to know.
Schedule a TeleWealth virtual meeting to get started!
Areas of Focus
Retirement and investment planning
Pension and Social Security benefits
Calculating retirement income gap
Understanding rollover options
Contact Information
900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746
Phone: 512-600-5244 | Fax: 888-989-9247
Background
Devin Taylor is an Account Manager for TCG, a HUB International company where he oversees retirement planning needs for employees across 10+ school districts in the Central Texas area. Devin develops and maintains key district relationships and performs in-person and virtual presentations to provide financial counseling to educators on retirement planning and Defined Contribution/Defined Benefit plans. Devin’s goal is to build strong relationships with his districts and ensure that every employee he works with understands their entire financial future. Devin seeks to educate his clients on the importance of saving and knowing their goals so that a financial plan can be created around them.
Devin received his Bachelor’s in Finance from Texas State University and has also earned the Series 6, Series 63, and Series 65 licenses. Before joining TCG, Devin worked in the Defined Contribution Space and educated school districts more closely on the participant level.
Devin currently lives in Georgetown with his wife, 4 month old son, and their two dogs. In his free time Devin enjoys hanging out with family and friends, traveling to new places, and hiking around Texas.
Devin lives by the finance quote “save today for a better tomorrow”.
