Need help with that?
Are your Medicare expenses rising year after year? Are you worried that volatility in the market could affect your retirement dreams?
Things we can do for you
Medicare
At Taylor Advisory Group, we proudly offer the top carriers for Medicare Supplements and Prescription Drug Plans. If you haven’t had a Medicare review in the last 12 months, there’s a good chance you can get the exact same (or better) coverage for less than you’re spending now. As an Independent Advisory Group, we have worked to find the best options for our clients since 1999.
Asset Preservation
Many of our clients have told us that one of their highest priorities is protecting their hard-earned savings from the risks of the market. We offer solutions that not only protect your savings, but allow you to leverage them for potential Long-Term Care expenses at the same time.
Wealth Transfer
When our clients have money earmarked for their family’s inheritance, we show them how they can instantly multiply the amount without losing access to the money. Not only do they maintain access, they are able to use the full inheritance amount (often more than double the initial amount) for potential Long-Term Care/Nursing Home needs.
OUR SUPPORT IS THE BEST
Because we are an Independent Advisory Group, our loyalty lies with you, not with an insurance company. Our services are wholly based around serving you and your family’s needs, both now and in the years to come.
Why we do it
Reason one
With all of the different options, Medicare can easily be overwhelming for folks. Sometimes it sounds like an alphabet soup with all of the different parts: Part A, Part B, and Part D on top of the Medicare Supplement plans: Plan G, Plan F, Plan N, wow!
Reason two
Another big concern for many people nearing retirement is whether they have enough money in their savings or not. You may wonder “How should we allocate our funds? How can we protect them from all of the unknown risks? What if we require extra medical care, or need to go in a Nursing Home?” These are questions we have helped many people answer, and would love to help you answer
Reason three
The main reason we do what we do is to build life-long friendships. We look at our clients as our family, and always put their needs first! We truly enjoy the friendships we have built over the last few decades, and look forward to the new friendships to come!
Our Work
We would love to meet you to help make your retirement dreams a reailty.
What our customers say
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