Financial Planning for Executives & Professionals

Smaller businesses recognize the importance of an effective, value-added benefits program in attracting and retaining talent. As an independent firm with expertise in retirement and insurance planning – plus a strong network of third-party specialists to tap into – the Taylor Team can help you gain a competitive edge with your benefits offering.

Based on an analysis of your company’s situation, we will develop comprehensive group benefits solutions to help your executives and other employee groups meet their needs for health and dental coverage and save for their futures. In addition to providing expert financial advice and guidance to your people, we will ensure the components of your program are competitively priced and well managed on your behalf.

Among our services for executive and employee groups:
If you are a business owner or human resources professional interested in learning more about how we can help your company with a comprehensive group benefits program, please click here for an initial consultation.