Roger G. Taylor & Associates
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.
Calculators

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Life Insurance (AXA version)

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

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Newsletters

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

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