Isaac Taylor
FIC, RICP®, CEPA®
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, KY, 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, KY, 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.
