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
Understanding Long Term Care
Many people do not know about or understand all the long term care options that are available. The following are brief descriptions of the major types of long term care, the kinds of service you may n...
Read More of this ArticleIntroduction 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 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 ArticleTerm Life Insurance Glossary
Accidental Death Benefit:
An extra death benefit amount that is paid out in addition to the face amount of the policy if the insured dies by accidental means. It cost extra to get this benefit, and u...
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.