Financial Advisor in Syracuse, Utah

Local roots. Personalized financial guidance.

I’m Taylor Carlson, founder and financial advisor at Liberty Point Financial.

Syracuse is more than the location of my business. I grew up here, graduated from Syracuse High School, and now have the opportunity to coach football at Syracuse High. My family and I are part of this community, and I’m proud to help local individuals and families prepare for their financial futures.

I provide personalized financial planning, retirement planning, and investment management for clients in Syracuse and throughout Northern Utah.

[Schedule a Complimentary Consultation]

Financial Planning Built Around Your Life

Financial planning should not begin with a product or a sales pitch. It should begin with understanding you.

What are you working toward? What financial decisions are keeping you up at night? Are you preparing for retirement, changing jobs, managing several investment accounts, or simply wondering whether you are doing enough?

I help clients bring the different parts of their financial lives together so they can make decisions with greater clarity and confidence.

Financial planning may include:

• Retirement planning

• Investment management

• 401(k) and IRA rollover guidance

• Retirement-income planning

• Roth conversion planning

• Social Security planning

• Education planning

• Tax-aware financial planning

• Estate-planning coordination

A financial plan should be something you can understand and use—not a giant binder that spends the rest of its life collecting dust.

Retirement Planning for Syracuse Families

“How much do I need to retire?” is one of the most common financial questions—and the answer is different for everyone.

Your retirement plan should consider more than an account balance. It may need to account for:

• Your desired retirement lifestyle

• Expected living expenses

• Social Security benefits

• Pensions and other income

• Healthcare costs

• Inflation

• Taxes

• Investment risk

• The possibility of living for several decades in retirement

I help clients evaluate these pieces together and develop a retirement strategy based on their individual goals and circumstances.

Investment Management

Investing can become unnecessarily complicated.

My approach emphasizes diversification, cost awareness, long-term discipline, and an investment allocation designed around your goals, time horizon, financial situation, and comfort with risk.

The objective is not to chase every market prediction or react to every alarming headline. It is to build and maintain a strategy that supports your broader financial plan.

Investing involves risk, including the possible loss of principal.

Help With an Old 401(k) or Retirement Account

Changing jobs or retiring often creates an important decision: What should you do with your former employer’s retirement plan?

Depending on your situation, your options may include:

• Leaving the money in the existing plan

• Moving it into a new employer’s plan

• Rolling it into an IRA

• Taking a distribution

There is no single choice that is best for everyone. Costs, investment options, available services, tax consequences, withdrawal rules, and legal protections should all be considered.

I help clients understand and compare their choices before making a decision.

Why Work With a Local Syracuse Financial Advisor?

Technology makes it possible to work with a financial advisor almost anywhere. However, some people still value working with someone who understands their community and is personally invested in it.

I know Syracuse because I grew up here.

I attended Syracuse High School. I now coach at Syracuse High School. I know many of the families, educators, coaches, business owners, and professionals who make this community what it is.

Coaching football and financial planning have more in common than people might expect. Both require preparation, discipline, adjustments, teamwork, and a clear understanding of the goal. Neither usually goes according to plan every single time.

My role is to help you develop a financial game plan, understand the decisions in front of you, and make adjustments as life changes.

What Working Together Looks Like

1. Start With a Conversation

We begin with a complimentary consultation to discuss your financial situation, concerns, priorities, and the type of help you are seeking.

There is no obligation to move forward.

2. Understand the Complete Picture

If we decide to work together, I gather the information needed to understand your investments, retirement accounts, income, expenses, goals, and other relevant circumstances.

3. Develop a Personalized Strategy

Recommendations are based on your needs and priorities—not a generic template or one-size-fits-all portfolio.

4. Continue Making Adjustments

Financial planning is not a one-time event. Your strategy can evolve as your career, family, finances, goals, and the laws affecting your decisions change.

Flexible Meeting Options

Virtual Meetings

Clients can meet conveniently through Google Meet from home, work, or another private location.

In-Person Meetings

In-person appointments may be available in Syracuse and surrounding Northern Utah communities by request.

Frequently Asked Questions

Do you only work with people who are already retired?

No. I work with individuals and families at different stages of their financial lives, including people who are building wealth, approaching retirement, changing jobs, or already retired.

Do I need a certain amount of money to schedule a consultation?

You do not need to know whether you qualify before reaching out. During the complimentary consultation, we can discuss your situation, the help you need, and whether Liberty Point Financial may be a good fit.

Can you help me decide what to do with an old 401(k)?

Yes. I can help you evaluate the available options and the potential advantages and disadvantages of each. A rollover is not automatically the best choice for every person.

Do you work with clients outside Syracuse?

Yes. Liberty Point Financial serves clients throughout Northern Utah and offers virtual financial-planning and investment-management services across the United States, subject to applicable registration requirements.

Do you prepare tax returns, wills, or trusts?

No. Liberty Point Financial does not prepare tax returns, draft legal documents, or provide legal advice. I can consider tax and estate-planning issues as part of your financial plan and coordinate with qualified tax and legal professionals.

Serving Syracuse and the Surrounding Area

Liberty Point Financial serves individuals and families in Syracuse, West Point, Clinton, Clearfield, Layton, Kaysville, Farmington, and other Northern Utah communities.

[View All Areas We Serve]

Looking for Financial Guidance in Syracuse?

You do not need to have every financial detail organized before scheduling a conversation. That is part of what financial planning is designed to help with.

Whether you are preparing for retirement, evaluating an old 401(k), looking for investment management, or simply seeking a second perspective, I would be glad to learn more about your situation.

[Schedule a Complimentary Consultation]

Advisory services are offered through Liberty Point Financial, a registered investment adviser. Registration does not imply a particular level of skill or training. Information presented on this page is for general informational purposes and is not individualized investment, tax, or legal advice.