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January 27, 2012 @ 02:08 PM

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Roger G. Taylor & Associates DBA Logo
Roger G. Taylor & Associates’ growth and direction have resulted from the changing and expanding needs of its clients over many years. Beginning with a more specialized practice in the 1970’s, the firm has evolved from insurance and annuities now to include fee-based financial planning, investments and brokerage services, which are offered through AXA Advisors, LLC. The firm represents businesses and individuals in most aspects of their financial future and objectives.
 
During the last 30 years, our organization has grown tremendously, as we have broadened and diversified our financial services. Service to our clients is conducted by professionals with specialized skills and experience in such diverse fields as health insurance, long-term care, life insurance, annuities and investment products. All of these services and skills can be used to help our clients plan for “dying too soon, or living a long life”. In fulfilling our commitment to be a full service financial planning organization, we are continually adapting our skills to respond to the complex needs of our clients.

Newsletters

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

More Newsletters →

Calculators

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Contact Info

Phone: (252) 937-2253 Toll Free (800) 849-2610

roger.taylor @axa-advisors.com

Contact One of Our Professionals

Local Office | Branch Office


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