Jeffrey E. Taylor, whose office is in Bakersfield, California, has been providing exceptional financial guidance to a clientele of high-net-worth individuals, business owners, farmers, successful professionals and executives since 1978. He assists individual clients with retirement income planning, asset allocation/investment planning, life insurance and multi-generational estate plans.
He helps his business and farm clients with retirement plans, business continuation plans, income protection and key executive coverage. This section of the site allows you to submit claims and request changes to your existing policies with our agency. Proper Planning The foundation for investing starts with proper financial planning; setting goals, establishing a budget, gathering financial records and knowing your net worth.
The financial plann. Retirement Planning When planning for retirement you should fully fund the tax-deductible and tax-deferred savings plans that are available to you as an individual and through your employer.
He helps his business and farm clients with retirement plans, business continuation plans, income protection and key executive coverage. This section of the site allows you to submit claims and request changes to your existing policies with our agency. Proper Planning The foundation for investing starts with proper financial planning; setting goals, establishing a budget, gathering financial records and knowing your net worth.
The financial plann. Retirement Planning When planning for retirement you should fully fund the tax-deductible and tax-deferred savings plans that are available to you as an individual and through your employer.
Services
When planning for retirement you should fully fund the tax-deductible and tax-deferred savings plans that are available to you as an individual and through your employer.
First on the list should be plans where the employer makes contributions and/or matches your contributions.
Next should be any IRA's that you qualify for.
As you climb the investment pyramid, it becomes increasingly important to seek help from an expert.
The foundation for investing starts with proper financial planning; setting goals, establishing a budget, gathering financial records and knowing your net worth.
First on the list should be plans where the employer makes contributions and/or matches your contributions.
Next should be any IRA's that you qualify for.
As you climb the investment pyramid, it becomes increasingly important to seek help from an expert.
The foundation for investing starts with proper financial planning; setting goals, establishing a budget, gathering financial records and knowing your net worth.
You spend your entire life creating wealth.
The more wealth you create the more unhappy the people you leave behind will be without the proper estate planning.
Estate planning allows you to decide while you are alive how your assets will be distributed.
It also allows you to protect your heirs from unanticipated devastating expenses ranging from debts to taxes to administrative fees.
In 1969 Congress created a new type of trust that helped charities and not-for-profit organizations generate more revenue for their causes.
The more wealth you create the more unhappy the people you leave behind will be without the proper estate planning.
Estate planning allows you to decide while you are alive how your assets will be distributed.
It also allows you to protect your heirs from unanticipated devastating expenses ranging from debts to taxes to administrative fees.
In 1969 Congress created a new type of trust that helped charities and not-for-profit organizations generate more revenue for their causes.
Long Term Care is the assistance individuals need when they are unable to care for themselves and need help with Activities of Daily Living (ADLs) - bathing, dressing, transferring, toileting, continence (control of bodily functions), and eating - or they have severe cognitive impairment such as Alzheimer's disease.
The need for long term care can result from an accident, chronic illness or short-term disability, or from advance age.
Long term care can include a broad range of services, provided in any setting outside a hospital.
The need for long term care can result from an accident, chronic illness or short-term disability, or from advance age.
Long term care can include a broad range of services, provided in any setting outside a hospital.
Many people do not know about or understand all the long term care options that are available.
Home care can be given in your own home by family members, friends, volunteers, and/or paid professionals.
This type of care can range from help with shopping to nursing care.
Another type of care that can be given at home is hospice care for terminally ill people.
Community services are support services that can include adult day care, meal programs, senior centers, transportation, and other services.
Home care can be given in your own home by family members, friends, volunteers, and/or paid professionals.
This type of care can range from help with shopping to nursing care.
Another type of care that can be given at home is hospice care for terminally ill people.
Community services are support services that can include adult day care, meal programs, senior centers, transportation, and other services.
Life insurance is an essential part of financial planning.
One reason most people buy life insurance is to replace income that would be lost with the death of a wage earner.
The cash provided by life insurance also can help ensure that your dependents are not burdened with significant debt when you die.
Life insurance proceeds could mean your dependents will not have to sell assets to pay outstanding bills or taxes.
An important feature of life insurance is that no income tax is payable on proceeds paid to beneficiaries.
One reason most people buy life insurance is to replace income that would be lost with the death of a wage earner.
The cash provided by life insurance also can help ensure that your dependents are not burdened with significant debt when you die.
Life insurance proceeds could mean your dependents will not have to sell assets to pay outstanding bills or taxes.
An important feature of life insurance is that no income tax is payable on proceeds paid to beneficiaries.
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