Taylor Retirement Services
Call now
Call now
Website
Call
We aim to protect your assets to help you not only get to retirement, but through retirement. Schedule a meeting to sit down with us and discover what your ideal retirement looks like. Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.
Services
The team behind Taylor Retirement Services is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Matthew Taylor's mission is to help clients develop adequate income and, at the same time, protect them from the constant ups and downs of the stock market and rising interest rates.
At Taylor Retirement Services, we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.
Learn about the different classes of annuities including charitable gift annuities, immediate and deferred annuities, and indexed annuities. Learn about the essentials of life insurance, the different kinds of life insurance, and whether we should be using life insurance as an investment. Learn about the many different styles of investments available to you, including how you can make decisions about which styles of investments are best for you.
Reviews (1)
Ken Hoffer
Ken Hoffer
Aug 01, 2019
Report
My wife and I have been assigned Shawn as our Financial advisor. His knowledge of the markets and financial tools available is literally mind blowing. What I like about TRS is that my wife has the security she needs with her funds while at the same time I can assume as much risk as I can tolerate.