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Calvin Taylor

Owner & CEO

Calvin has 40 years of experience in the insurance and financial services business. He serviced as a Senior Vice President for a Citigroup company. He also spent time working with teamster Union Members on the concept of pension income maximization. He specializes in retirement planning and income maximization.

Calvin has a master’s degree from Pepperdine University in California, and was an assistant principal with the Los Angeles city school district. With this educational background, Calvin uses an educational approach to helping individuals and families make informed financial decisions.

Jarvis Reeves III

Investment Advisor Rep

He loves helping people and working with senior citizens. Jarvis has over 20 years of experience in helping people with their financial and insurance needs. He specializes in showing people how to maximize their social security benefits. Jarvis is a family man who enjoys the time he spends with his wife and two daughters. He has served as PTA President and has been a volunteer for the "Meals On Wheels" program for several years.

Our Company Values

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.

  1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.

  2. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.

  3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.

  4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence.

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.

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