Orchestrating
Enduring Legacies
Every Taylor Financial client receives a fully integrated strategy — five service pillars, one cohesive plan, calibrated entirely to your complexity, your vision, and your legacy.
Protecting What Matters Most
Comprehensive risk management is the foundation of lasting wealth. We architect bespoke insurance strategies that shield you, your family, and your business from life's uncertainties — while maintaining the tax efficiency your estate demands.
Personal and business solutions available across all licensed jurisdictions: FL, CO, HI, GA, MD, NC, NH, NY, OH, PA, TN, TX, VA, WA.
- Life Insurance — Term, Whole & Universal
- Disability Income Insurance
- Long Term Care Coverage
- Asset protection strategies
- Buy-Sell Agreement Funding
- Key Man Insurance
- Executive Bonus Plans
- Business continuation planning
Institutional-Grade Portfolio Architecture
Our investment management philosophy combines institutional rigor with deeply personal guidance. From retirement rollovers to college funding, we construct diversified portfolios aligned with your timeline, risk tolerance, and legacy objectives.
Securities and advisory services offered through MML Investors Services, LLC — Member SIPC. Licensed in FL, GA, LA, MD, MA, NY, NC, TN, TX.
- IRAs & 401(k) Rollovers
- Taxable Investment Accounts
- College & 529 Planning
- Annuities & Structured Products
- Company 401(k) & Profit Sharing
- SIMPLE IRA Implementation
- SEP — Simplified Employee Pension
- Executive deferred compensation
Your Plan,
Always Current
Every Taylor Financial relationship includes real-time financial planning powered by an institutional-grade technology platform. Every account, every policy, every goal — visible, analyzed, and continuously integrated into your plan.
Architecting Your Enduring Legacy
True legacy transcends a single lifetime. Our estate planning services — delivered through strategic partnerships with elite legal and tax professionals — ensure your wealth transfers with precision, minimal tax friction, and maximum impact across generations.
*Provided through strategic partners. MML Investors Services representatives are not authorized to give legal advice. Consult your own attorney.
- Wills & Living Wills
- Durable Power of Attorney
- Health Care Directives
- Trust Design & Implementation
- Multigenerational wealth transfer
- Operating Agreement Structuring
- Buy-Sell Agreements
- Succession Planning
- Charitable giving structures
- Family governance frameworks
Precision Tax Engineering
The difference between good planning and great planning is often measured in tax savings. Our strategic partners work alongside your existing advisors to ensure every dollar is positioned with maximum efficiency — at every stage of your financial lifecycle.
*MML Investors Services is not authorized to give tax advice. Consult your own personal attorney or tax counsel for specific tax matters.
- Tax Return Preparation
- Estate & Trust Return Preparation
- Advanced tax planning strategies
- Roth conversion analysis
- Payroll Tax Management
- Liquidation Tax Strategy
- Sales & Use Tax Compliance
- Incorporation & Entity Tax
Tailored Engagement,
Transparent Pricing
Designed for individuals, families, and business owners who want clarity, confidence, and a dedicated strategic partner for every season of their financial life.
Ideal for clients who want clarity and a strong roadmap for the next one to three years. Essential planning, ongoing support, and professional guidance to keep you organized and confident.
- Year-round access to our team
- Fully updated annual financial plan
- Real-time planning technology with ongoing adjustments
- Cash flow and budget review
- Insurance needs analysis
- Asset allocation review & recommendations
- Debt management strategies
- Retirement income projections with goal tracking
- Education and student loan strategies
- Risk tolerance & portfolio alignment review
Designed for clients with complex situations wanting coordinated tax, estate, retirement, investment, and multigenerational planning with concierge advisory support.
- +Everything in Foundational Planning
- Advanced investment strategy & alternative assets
- Retirement income optimization
- Executive compensation & benefits planning
- Advanced tax planning strategies
- Pension and Social Security optimization
- Multigenerational estate & wealth transfer planning
- Charitable giving plan design
- Coordination with your CPA & estate attorney
Best for business owners who want long-term financial and operational leadership without hiring a full-time CFO or COO. Strategic planning and financial analysis that scales with you.
- Strategic goal setting & long-term business vision
- Financial statement review with profitability & cash flow strategies
- Entity structuring & organizational design
- Operational and process efficiency analysis
- Employee compensation, benefits & retirement plan design
- Tax optimization strategies with your CPA
- Succession planning, valuation & exit preparation
- Leadership, hiring & resource management guidance
- Unified plan tying personal and business goals together
Fees for Financial Planning Services are negotiable and based on a variety of factors including the services selected and complexity of your situation. Your actual fee will be disclosed in your Financial Planning Services Agreement. Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee. Information as of 12/10/2025 and subject to change. CRN202811-10032434
A Fee Structure Built on
Aligned Interests
At Taylor Financial, our mission is to empower clients through personalized, comprehensive financial planning. As fiduciaries, we are legally and ethically bound to put your best interests first — ensuring every decision serves your goals. When you succeed, we succeed.
Ready to see a plan built
specifically for your life?
Start with a no-obligation engagement meeting — the first step in our six-phase process.
*Implementation is separate and distinct from financial planning services. Clients are under no obligation to implement advice through Taylor Financial or its affiliates. Securities, investment advisory, and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC, 4830 W. Kennedy Blvd., Suite 800, Tampa, FL 33609, (813) 286-2280. OSJ: 4830 W. Kennedy Boulevard Suite 800, Tampa, FL 33609, (813) 286-2280. Taylor Financial is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies. Neither MML Investors Services nor any of its subsidiaries, employees, or representatives are authorized to give legal or tax advice. Consult your own personal attorney or tax counsel for specific legal and tax matters. Licensed to sell insurance in: FL, CO, HI, GA, MD, NC, NH, NY, OH, PA, TN, TX, VA, WA. Licensed to sell securities in: FL, GA, LA, MD, MA, NY, NC, TN, TX. FINRA BrokerCheck