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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cost of Retirement

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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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.

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Newsletters

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

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