Invest in Brilliance, Secure Your Future!
Taylor & Taylor Brokers
Empowering Your Financial Future with Comprehensive Consultation and Insurance Services
Welcome to Taylor & Taylor Brokers LLC, your trusted partner in financial consultation and insurance services. Founded in 2021, we specialize in providing personalized health insurance enrollments for individuals under 65 and Medicare enrollments for those over 65, all at no cost to you. Our expertise extends beyond insurance, offering professional annuity consultations and financial advisement at competitive rates. Whether you're securing your health coverage, planning for retirement, or expert financial advice, our dedicated team is here to guide you with integrity and expertise every step of the way.
Financial Consulting & Portfolio Management
Retain Taylor & Taylor Brokers LLC as your financial consultants for a full year and experience a comprehensive approach to managing your financial future. Our service includes quarterly audits to optimize your investment portfolio and ensure your health and life insurance coverage is perfectly aligned with your needs.
To enhance your experience, we provide Customized Goal Charts to track your progress, Personalized Financial Reports each quarter with insights and recommendations, and an Annual Financial Planning Review to reassess your goals and adjust strategies for the year ahead. You’ll also benefit from Dedicated Consultant Access, giving you direct, personalized support whenever you need it.
With these added features, our service ensures that your financial well-being is continuously monitored, adjusted, and optimized for success.
Custom Financial Consulting Package
At Taylor & Taylor Brokers LLC, we understand that each client’s financial needs are unique. That’s why we offer a Custom Financial Consulting Package tailored specifically to your goals and circumstances. Whether you’re focused on investment growth, retirement planning, or ensuring optimal insurance coverage, our experts will work closely with you to create a personalized plan that aligns with your financial aspirations.
This package includes quarterly portfolio audits, customized goal charts, personalized financial reports, an annual financial planning review, and dedicated consultant access. To further enhance your financial strategy, you can choose from the following add-on features:
- Advanced Tax Strategy Consultation: Optimize your tax planning with specialized advice that aligns with your overall financial strategy.
- Estate Planning Services: Ensure your legacy is protected with comprehensive estate planning, including will and trust creation, beneficiary designations, and more.
- Monthly Market Updates: Stay informed with detailed monthly reports on market trends and investment opportunities tailored to your portfolio.
- Holistic Wealth Management: Integrate your financial plan with broader wealth management services, including debt management, and philanthropic planning.
With our Custom Financial Consulting Package, you gain the flexibility to build a comprehensive financial plan that evolves with your needs, giving you confidence and peace of mind at every stage of your financial journey.
Annuities
Secure Your Future with Expert Annuity Consultations
Planning for a stable and prosperous future starts with the right financial decisions. At Taylor & Taylor Brokers LLC, we offer professional annuity consultations designed to help you understand and maximize the benefits of annuities. For a fee of $250, our experienced consultants provide a thorough 30-minute session where we demystify annuities, assess your financial situation, and offer personalized recommendations tailored to your retirement goals. Whether you're considering a new annuity or looking to optimize an existing one, our expert advice ensures you make informed choices that secure your financial well-being. Trust us to be your guide in achieving a confident and worry-free retirement.
