Isaac Taylor
FIC, RICP®
Identifying strategies to help reach your financial destination with confidence.
State(s) Licensed: AK, AL, AZ, CA Insurance Lic. #0I22484, CO, CT, FL, GA, HI, IA, ID, IL, IN, MI, MN, MO, NC, ND, NE, NM, NV, NY, OH, OK, OR, SC, TX, UT, VA, WA, WI
444 E Huntington Dr Ste 102
Arcadia, CA 91006
Identifying strategies to help reach your financial destination with confidence.
State(s) Licensed: AK, AL, AZ, CA Insurance Lic. #0I22484, CO, CT, FL, GA, HI, IA, ID, IL, IN, MI, MN, MO, NC, ND, NE, NM, NV, NY, OH, OK, OR, SC, TX, UT, VA, WA, WI
Proudly serving the Greater Los Angeles Area
Whether you’re just starting out in your career or preparing for the retirement you’ve dreamed about, I can help you identify financial opportunities based on your goals, needs, and budgets. I specialize in helping people in the areas of:
- Retirement income planning
- Retirement income accumulation & distribution
- Life insurance
- Investments & Annuities
- Solutions for businesses
- Education funding strategies
- Extended care planning
- Estate strategies
- Charitable giving
I’ll also work with accountants and estate planning attorneys to help create and implement tax minimization and estate preservation strategies so you can live and leave a legacy for the people that matter to you.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Arcadia Office
- Phone:
- 626-574-7209