As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your childen's education, protect your family during your working years, or guarantee your own retirement secutiy. These things won't happen by accident. It's important to determine what you'd like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it's never too late to start.

 

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life Insurance agent and a Registered Representative of NYLIFE Securities, LLC, I am a trained professional1 who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

 

 

My experience and training¹ make me uniquely qualified to provide guidance and assistance to individuals, families, and businesses on a broad range of insurance, financial and lifestyle topics  including:

 

  • Saving for retirement and having enough income after you retire
  • Protecting loved ones in the event of death or disability²
  • Structuring distributions from pensions, 401(k)s, 403(b)s, IRAs
  • Developing effective estate planning strategies
  • Accumulating money for education
  • Planning for health and long-term care needs
  • Managing life course transitions, family relationships and living arrangements
  • Designing employee benefit programs and business continuation strategies

 

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting.

 

¹I have earned the Chartered Financial Consultant®, Chartered Life Underwriter®, and Chartered Adviser for Senior Living® designations from the American College.

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More Business Info

Larry L. Taylor, CLU®, ChFC®, CASL® Financial Services Professional - My Goal: Helping You Create Your Financial and Insurance Blueprint

Hours
Regular Hours
Mon - Fri:
Extra Phones

Fax: 325-695-8157

Toll-Free: 800-799-8020

Phone: 325-660-4982

Services/Products
  • Life InsuranceWhole LifeTerm LifeUniversal LifeVariable Universal LifeSurvivorship LifeAnnuitiesDeferred AnnuitiesVariable Deferred AnnuitiesFixed Interest Deferred AnnuitiesIncome AnnuitiesGuaranteed Lifetime Income AnnuitiesInvestmentsLong-Term Care InsuranceDisability Income InsuranceIndividual and Group Health InsuranceReview Individual Situations & Personal ObjectivesAnalyze & Review Individual Client NeedsDevelop & Implement Goal-Achievement StrategiesCoordination of Client’s Financial ActivitiesMonitor ProgressProvide Ongoing Service and Support to Client Needs
Location
We are located in the First Financial Bank building on the corner of South 14th and Willis in Suite 210.
Neighborhood
Elmwood Area
Accreditation

Chartered Financial Consultant®

Chartered Life Underwriter®

Chartered Adviser for Senior Living®

Categories
Mutual Funds, Financial Services, Insurance, Investments, Retirement Planning Services
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