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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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.

Lease Interest

What's the interest rate on the lease you're considering?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Newsletters

The World Is Your Oyster

If you want to expand your portfolio’s geographic boundaries, international mutual funds may be a good option.

It's Not as Bad as You Think

Economic indicators, including GDP, are signaling continued growth, but consumer confidence is lower than it's been in years. Why do these figures seem to be moving in opposite directions?

What’s in It for You?

The Economic Stimulus Act of 2008 contained favorable provisions that will benefit small business. It appears that the government wants to inspire businesses to spend freely, too.

In a Category All Its Own

Since exchange-traded funds (ETFs) were first introduced in 1993, interest in them has grown steadily.

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