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
Term Life Insurance
Term life insurance provides protection for a specific period of time. It pays a benefit only if you die during the term. Level term products are the most popular plans purchased today. The level term...
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 ArticleIntroduction to Estate Planning
Estate Planning:
What is it and why do we do it?
You spend your entire life creating wealth. The more wealth you create the more unhappy the people you leave behind will be without the proper ...
Read More of this ArticleLife Insurance Basics
The Basics
Why do I need Life Insurance?
Life insurance is an essential part of financial planning. One reason most people buy life insurance is to replace income that would be lost with the death o...
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.