Experience, Professional Service, and Personal Commitment
At Taylor Advisory Group, we understand that navigating the complexities of Medicare and insurance can be overwhelming for many individuals. As an Independent Advisory Group, our mission is to provide personalized guidance and support to help you achieve your retirement goals. With over two decades of experience, our team is dedicated to helping you make informed decisions about your healthcare and financial well-being.
Our Story
Our journey began in 1999, when our President and CEO, Terry Taylor, started his career in the insurance industry. With a strong foundation in business administration, Terry brought a unique perspective to the table. In 2005, Terry made the bold decision to become an independent agent, allowing him to offer the best products from the best companies. This move enabled us to focus on our clients' needs, rather than being tied to a single insurance company.
Our Services
At Taylor Advisory Group, we proudly offer a range of services designed to simplify your healthcare and financial planning. Our expert team can help you:
- Medicare: Navigating the complexities of Medicare can be daunting. We'll help you explore the options that best fit your unique situation, ensuring you receive the coverage you need.
- Asset Preservation: In this crucial phase of life, it's essential to protect your hard-earned savings from market volatility and ensure a secure financial future. We'll work with you to create a personalized plan that meets your long-term care needs.
- Wealth Transfer: When it comes to leaving a lasting legacy, it's essential to understand how to transfer wealth without losing access to the funds. We'll show you how to multiply your inheritance and ensure a secure financial future for your loved ones.
Why Choose Us
At Taylor Advisory Group, our loyalty lies with our clients, not the insurance companies. We understand the importance of building life-long relationships and prioritize your needs above all else. Our commitment to exceptional customer service and unparalleled support sets us apart.
What Our Customers Say
Our satisfied clients have shared their experiences with us, emphasizing the exceptional service and personalized guidance they've received. Whether you're nearing retirement or already in retirement, we're here to help you achieve your goals.
Contact Us
At Taylor Advisory Group, we're dedicated to serving our clients with the highest level of professionalism and integrity. If you're seeking guidance on Medicare, asset preservation, or wealth transfer, we're here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
