Our Founder
Making it happen is Better.
"My mission is to provide my clients with a plan for financial peace of mind".
Customer Service
20+ years of experience in Life, Annuities, and Long-Term Care
Jeff graduated from Cal Poly State University at San Luis Obispo, with a bachelor's degree in business administration. He earned the Chartered Financial Consultant and Chartered Life Underwriter designations from the American College in Bryn Mawr, Pennsylvania. Jeff is a member of the Tulare Kings County Estate Planning Counsel.
Jeff and his wife Anne are the parents of Tate, Cole, Jeffrey II and Blaine. Jeff spent 15 years coaching baseball. He managed the Visalia National Little League Dodgers to back-to-back City Championships in 2001 and 2002. In his leisure, he enjoys golf and fishing for trout, steelhead & salmon. Jeff is a member of the Bakersfield Country Club. Jeff and Anne attend Canyon Hills Church in Bakersfield.
Anne D. Taylor
Anne is a 1975 graduate of Shafter High School and a 1977 graduate of Bakersfield College. She was Miss Shafter in 1975. Anne has worked with Jeff as his administrative assistant since 2006. Anne is not a Registered Representative with The O.N. Equity Sales Company.
Our Values
We will never recommend something for you unless we truly believe it is in your best interest.
- Life & Long-Term Care Insurance
- IRA and Pension Rollovers
- Tax Deferred Annuities
- Financial Planning
- Estate Planning
Our Vision
Specialized Advisers providing Personalized Solutions. Our experienced team of professionals use state-of-the-art software to respond quickly to your needs.
Whether it's a routine question regarding your account, or a major change requiring an in-depth review of your coverages, you'll receive prompt, personal service.
You are encouraged to use any the information about our various products and services. You can obtain quotes on term life insurance in the privacy of your home.
Get estimates on what different amounts for various terms will cost you. Get information about Long Term Care, health insurance and medicare supplements. Annuities provide guaranteed safety of principal, higher interest, plus the option to participate in the market for potential growth and they have many advantages over bank CDs. Please feel encouraged to call or email us if we can assist you.