Our Founder
"My mission is to provide my clients with a plan for financial peace of mind".
Jeffrey E. Taylor, whose office is in Bakersfield, California, has been providing exceptional financial guidance to a clientele of high-net-worth individuals, business owners, farmers, successful professionals and executives since 1978. He assists individual clients with retirement income planning, asset allocation/investment planning, life insurance and multi-generational estate plans. He helps his business and farm clients with retirement plans, business continuation plans, income protection and key executive coverage.
Latest News
Introduction to Retirement Planning
Retirement Planning
When planning for retirement you should fully fund the tax-deductible and tax-deferred savings plans that are available to you as an individual and through your employer. First ...
Read More of this ArticleIntroduction to Financial Planning
Proper Planning
The foundation for investing starts with proper financial planning; setting goals, establishing a budget, gathering financial records and knowing your net worth. The financial plann...
Read More of this ArticleStock Pyramid
High Risk
Low Risk
Investment Pyramid
The above is a simple chart of Investment categories by risk and reward. It is in the shape of a pyramid. With Investments at the top of ...
Read More of this ArticleMutual Funds Pyramid
High Risk
Low Risk
Investment Pyramid
A Mutual Fund
is a company that combines the investment funds of many people with similar investment goals and invests the funds for the...
Read More of this ArticleSmarter Decisions
Our clients’ financial security & quality of life deserve the dedication, expert advice & personal attention.
Lifelong Protection
Affordable Term insurance and permanent coverage we have options to fit your needs.
Specialized Advisers
Who offer personalized solutions of high quality products and retirement planning services.