Business Details
We are a Pasadena, California-based financial services practice with over 60 years of collective industry experience serving diverse client groups. Our team has access to specialized tax attorneys, CPAs, and financial services professionals to support complex client needs. We serve families, individual clients, business owners, professional athletes, and public figures across the country. Our founder and president Eszylfie Taylor brings 24 years of dedicated financial services experience to our practice. We prioritize building lasting, transparent relationships with every client we work with. Our research and methodologies are regularly updated to align with evolving tax and regulatory requirements.
We take a fully tailored approach to each clients unique financial situation, goals, and risk tolerance. Our fact-finding process goes beyond surface-level financial numbers to understand qualitative life factors that impact client decisions. We are committed to putting client needs, wants, and objectives above all other business priorities. Our team stays current with industry changes to provide forward-thinking, relevant financial guidance. We avoid making assumptions about client circumstances to ensure no critical details are overlooked in our planning process. Our practice is built on a foundation of integrity, transparency, and unwavering client-first service.
We take a fully tailored approach to each clients unique financial situation, goals, and risk tolerance. Our fact-finding process goes beyond surface-level financial numbers to understand qualitative life factors that impact client decisions. We are committed to putting client needs, wants, and objectives above all other business priorities. Our team stays current with industry changes to provide forward-thinking, relevant financial guidance. We avoid making assumptions about client circumstances to ensure no critical details are overlooked in our planning process. Our practice is built on a foundation of integrity, transparency, and unwavering client-first service.
Highlights and features
- We have over 60 years of collective financial services experience.
- Our team includes tax attorneys and CPAs for expert guidance.
- We update our research for changing tax and regulatory environments.
- We prioritize client needs over product sales.
- We avoid assumptions to uncover critical client financial details.
Services
Life Insurance
We offer personalized life insurance policies tailored to each clients unique financial obligations and family needs. These policies provide financial protection for loved ones in the event of a policyholders passing. Our team works with clients to select coverage levels that align with their long-term financial goals and budget constraints.
Disability Insurance
Our disability insurance solutions replace a portion of income if a client cannot work due to illness or injury. We work with clients across all professions to select policy terms that match their income level and lifestyle needs. This coverage provides critical financial stability during unexpected work absences.
Long-Term Care Insurance
Long-term care insurance policies we offer cover costs for extended medical or personal care needs as clients age. These policies protect clients savings and assets from being depleted by high long-term care expenses. We tailor coverage options to each clients health history and financial situation.
Fixed Annuities
Fixed annuities we provide offer guaranteed, predictable income streams for clients seeking stable retirement funding. These investment products reduce market volatility risk for risk-averse clients. Our team helps clients select annuity terms that align with their retirement timeline and income needs.
Retirement Planning
Our retirement planning services help clients map a clear path to meet their post-work financial goals. We analyze each clients current savings, income sources, and risk tolerance to build a customized retirement strategy. This guidance ensures clients are prepared for a comfortable, financially secure retirement.
