We are a financial services practice based in Pasadena, California, with over 60 years of collective experience in the industry. Our team is dedicated to helping individuals, families, business owners, athletes, and celebrities pursue their financial goals and navigate the complexities of the financial landscape. Client relationships and integrity are central to our values. We believe in fostering lasting relationships with our clients and providing them with forward-thinking solutions tailored to their unique needs and objectives. Our mission is to equip clients with the information they need to make educated decisions about their financial well-being. We achieve this by performing a thorough analysis of each client's individual financial situation and providing appropriate solutions to help them accomplish their financial goals.
Our Solutions
Our solutions are designed to help clients break down their problems, goals, and objectives into actionable plans. We provide a wide array of solutions, beginning with a thorough analysis of your current policies and goals. Our research and methodology are continually updated to account for a continually changing tax and regulatory environment. The breadth of services we specialize in through our partnerships allows us to find tailored solutions for each client's needs. Here are some of the solutions we provide:
*Insurance*
- Life Insurance
- Disability Insurance
- Long-Term Care Insurance
*Investments*
- Fixed Annuities
*Planning*
- Retirement Planning
- Estate Planning
- Business Planning
- Tax Planning
Insurance
Our insurance solutions are designed to provide clients with the peace of mind that comes with knowing they are financially protected. We offer a range of insurance products, including life, disability, and long-term care insurance. Our team of tax attorneys, CPAs, and financial services professionals can help you find the right insurance solutions to meet your unique needs and protect your financial future.
*Life Insurance*
Life insurance is a crucial part of any financial plan. Our life insurance solutions are designed to provide clients with the peace of mind that comes with knowing their loved ones will be financially protected in the event of their death. We offer a range of life insurance products, including term life, whole life, and universal life insurance. Our team of financial services professionals can help you find the right life insurance solution to meet your unique needs and protect your financial future.
*Disability Insurance*
Disability insurance provides clients with a source of income if they become unable to work due to an illness or injury. Our disability insurance solutions are designed to provide clients with the peace of mind that comes with knowing they will have a source of income if they become unable to work. We offer a range of disability insurance products, including short-term and long-term disability insurance. Our team of financial services professionals can help you find the right disability insurance solution to meet your unique needs and protect your financial future.
*Long-Term Care Insurance*
Long-term care insurance provides clients with the financial resources they need to pay for long-term care services, such as nursing home care or home health care. Our long-term care insurance solutions are designed to provide clients with the peace of mind that comes with knowing they will have the financial resources they need to pay for long-term care services if they need them. We offer a range of long-term care insurance products, including traditional long-term care insurance and hybrid long-term care insurance. Our team of financial services professionals can help you find the right long-term care insurance solution to meet your unique needs and protect your financial future.
Investments
Our investment solutions are designed to help clients grow and protect their wealth. We offer a range of investment products, including fixed annuities. Our team of financial services professionals can help you find the right investment solutions to meet your unique needs and help you pursue your financial goals.
*Fixed Annuities*
Fixed annuities are a type of investment product that provides clients with a guaranteed rate of return and a steady stream of income. Our fixed annuity solutions are designed to provide clients with the peace of mind that comes with knowing they will have a guaranteed rate of return and a steady stream of income in retirement. We offer a range of fixed annuity products, including immediate annuities and deferred annuities. Our team of financial services professionals can help you find the right fixed annuity solution to meet your unique needs and help you pursue your financial goals.
Planning
Our planning solutions are designed to help clients achieve their financial goals and protect their financial future. We offer a range of planning solutions, including retirement planning, estate planning, business planning, and tax planning. Our team of financial services professionals can help you find the right planning solutions to meet your unique needs and help you pursue your financial goals.
*Retirement Planning*
Retirement planning is the process of planning for your retirement years. Our retirement planning solutions are designed to help clients create a plan for their retirement years that is tailored to their unique needs and goals. We offer a range of retirement planning products and services, including retirement plan analysis, Social Security optimization, and retirement income planning. Our team of financial services professionals can help you find the right retirement planning solutions to meet your unique needs and help you pursue your financial goals.
*Estate Planning*
Estate planning is the process of planning for the distribution of your assets after your death. Our estate planning solutions are designed to help clients create an estate plan that is tailored to their unique needs and goals. We offer a range of estate planning products and services, including wills, trusts, powers of attorney, and estate tax planning. Our team of financial services professionals can help you find the right estate planning solutions to meet your unique needs and help you protect your financial future.
*Business Planning*
Business planning is the process of planning for the success of your business. Our business planning solutions are designed to help clients create a plan for their business that is tailored to their unique needs and goals. We offer a range of business planning products and services, including business succession planning, buy-sell agreements, and business valuations. Our team of financial services professionals can help you find the right business planning solutions to meet your unique needs and help you pursue your financial goals.
*Tax Planning*
Tax planning is the process of planning for the payment of taxes. Our tax planning solutions are designed to help clients create a tax plan that is tailored to their unique needs and goals. We offer a range of tax planning products and services, including tax-efficient investment strategies, tax-advantaged savings strategies, and tax-deferred retirement strategies. Our team of financial services professionals can help you find the right tax planning solutions to meet your unique needs and help you protect your financial future.
Investment Experience
Former life insurance policy holders who lack experience in opening investment accounts often struggle to navigate the process. However, with The Taylor Group, individuals can rest assured that their financial advisors will guide them through every step. In the case of Ty Jackson, who had no experience in opening investment accounts, The Taylor Group's experts helped him earn a significant return on his investments.
Earning High Interest
One of the standout benefits of working with The Taylor Group is the substantial interest rates earned by clients. Jackson has seen his accounts grow by an astonishing 10% on a year-to-year basis, a remarkable increase compared to the paltry 0.3% yielded by his previous savings account.
Expertise of Financial Advisors
The Taylor Group's financial advisors, Ezselfie and Bar, are commended for their exceptional guidance and expertise. According to Jackson, they are "god's gift to investment portfolios, " a testament to their exceptional abilities.
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