SERVICES

How We Can Help

Our mission is to serve people in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.

Retirement assets can be exposed to four major financial risks:

  • Market Risk

  • Withdrawal Rate Risk

  • Longevity Risk

  • Medical Expenses/ Long-Term Care Expenses
     

We can help you reduce these risks through a wide range of services and solutions, including:

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.

Disclosure

"Investment advisory services offered only by duly registered individuals through Change Path, LLC.  Change Path and Taylor & Associates are unaffiliated companies.  Investing involves risk, including the potential loss of principal.  Any references to 'safety,' 'guarantee,' or 'protection' are references only to insurance products.  Insurance guarantees are backed by the claims-paying ability of the issuer."

Subscribe
Contact Us

© 2019 Taylor & Associates. All Rights Reserved.