Services

How I Work

My firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore the website and the wealth of information it offers. I offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

I understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Individual Services

Wealth Accumulation Strategies

Fixed and Variable Annuities
Education Funding Strategies
IRA Consolidation/Rollovers
Pension Payout Alternatives
Retirement Planning & Income Strategies
Mutual Funds/Exchange Traded Funds/Individual Securities

Family Protection/Wealth Preservation Strategies

Comprehensive Financial Strategizing
Life Insurance and Risk Management
Long Term Care Insurance
Mortgage Protection (through Life Insurance & Disability Income Insurance)
Charitable Giving Strategies
Estate Conservation Strategies

Business Services

Retirement Plans / Employee Benefits

403(b) & 457 Plans
401(k) / Profit Sharing Plans
Money Purchase Plans
Defined Benefit Pension Plans
SEP and SIMPLE IRA Plans
Group Insurance (Life, DI & Dental)
Flexible Spending Accounts

For more information about my firm and the services offered, send me a quick email or call the office. I would welcome the opportunity to speak with you.

JustinTaylor@financialguide.com | 443-492-6607