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

Life Insurance (AXA version)

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

Car Affordability

How much can you afford to pay for a car?

Credit Card Debt

How Long Will It Take to Pay my Balance?

Roth IRA Conversion

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

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Newsletters

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.

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

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.

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