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.
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Location
Arcadia Office
- Phone:
- (626) 574-7209