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Our Services

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At Taylor & Associates, we provide expert assistance in the following areas on a FEE-ONLY basis:

Fiduciary Investment Advisory Services

  • Asset Allocation
  • Portfolio monitoring
  • Portfolio Analysis & Second Opinions
  • Defined Benefit Plans
  • 401 K Plans
  • All types of IRA plans
  • Stocks
  • Bonds
  • ETF’s
  • No Load, No 12B1 Fee Mutual Funds

Fiduciary Financial Planning Services

  • Retirement Plan Design & Implementation
  • Investment Policy Statement Drafting & Review
  • Tax Planning
  • Charitable Remainder & Unitrust Planning
 
  • U.S. Estate Planning
  • International Estate Planning
  • Asset Protection Planning*
  • Trusts

 

Commission Insurance Services - Offered By Nigel B Taylor separately and distinctly under Individual License (Please read our ADV Form Part II)

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  • Fixed & Variable Life Insurance
  • Fixed & Variable Annuities
  • Individual & Family Health Insurance
  • Group Health Insurance For Small Businesses
 
  • Individual Disability Insurance
  • Professional Disability Insurance for Business Owners
  • Long Term Care Insurance

*Asset Protection planning has nothing to do with investing in regulated securities, nor should asset protection planning be construed or interpreted as any promise or guarantee of performance with regard to any invested assets. Asset Protection is a method of arranging tangible assets and real property in a way that will, hopefully, preserve as much value as possible for individuals and their families in the face of creditor attack.

Disclosures: Taylor & Associates (TA) is a CA Registered Investment Adviser regulated by the CA Dept. of Business Oversight. Insurance Planning Services offered separately and distinctly by Nigel B Taylor under individual CA insurance license number 0716446.

The information herein is provided solely for informational purposes, and should not be construed or interpreted as an offer to buy or sell, or a solicitation of an offer to buy or sell any security or to participate in any particular trading strategy. You should not rely on any information herein to plan or implement any investment, estate or other financial strategy. At certain places on this web site, live links to other Internet addresses may be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions, organizations or individuals totally independent of Taylor & Associates. We do not endorse, approve, certify, or control these external Internet addresses and do not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness or correct sequencing of information contained at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy and timeliness. Access to all Pages and hyperlinked pages of this site are subject to the terms and conditions contained in this disclosure. By accessing any page on this site, you expressly agree to be bound by this written policy. When you leave the web site of Taylor & Associates, you assume total responsibility and risk for your use of any site you are linking to