ABOUT US
Calvin Taylor
Calvin Taylor started working in the financial services business part time in 1982 when he was Vice Principal at a Los Angeles CA high school. In 1985 he became full time and was promoted to Vice President with a Citigroup company. He was later promoted to Senior VP.
Because of his educational background he uses an educational approach when working with clients. One of his main focuses is to help pre retirees to bullet proof their retirement assets from financial losses which could derail their retirement plan. His insight into retirement planning has helped his clients to live a financially secure life.
He has a master's degree from Pepperdine University in California. He enjoys playing golf with his wife during his leisure time.
He is the owner and CEO of Taylor & Associates financial services agency located in Arcadia, California.
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.
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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.
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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.
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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.
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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.