President and CEO of multi-generational financial services company.At Taylor Wealth Solutions, we've been helping people understand the importance of investing in their future for more than three decades. We believe the key to forging productive and lasting relationships with our clients is simple … we listen. Individual Wealth Management: Our comprehensive approach to wealth management means that we see our clients through all phases of life. We help you plan for what you want out of life. And when life hands you something unexpected, we're here for that too. Corporate Retirement Planning: Participant outcomes, fiduciary oversight, and fee transparency are three critical topics in the retirement plan arena. Taylor Wealth Solutions’ innovative approach to plan design, fee structure, and participant service provide the best solution for our corporate clients. Visit us at www.taylorwealthsolutions.com and read our story.SpecialtiesWealth Management, Retirement Planning, Financial Planning, Retirement Plan Design, Retirement Plan Administration & Compliance, Insurance Solutions for Professionals and Executives

Retirement Plan Services•Full investment universe (“open architecture”)•Investment selection and monitoring process•Participant enrollment educational meetings•Consultant for trustee fiduciary requirements•Fully disclosed pricing Wealth Management Services•Goals-Based Advice •Risk Management•Retirement Income Planning•Intergenerational Wealth Transfer Because we are an independent firm and all decisions are made locally, we can focus our time on creating a wealth management plan that is Taylor-Made for you and your family. We will stay in frequent contact with you to discuss changes in your life and update your plan as needed.

Physicians Financial Partners Taylor Financial Corporation is an approved member of AMA Insurance Agency’s Physicians Financial Partners program. The Physicians Financial Partners program is offered through AMA Insurance Agency, Inc. (AMAIA). The program is designed to provide physicians with access to local financial professionals vetted by AMAIA. Organizations approved to participate in the program offer physicians a full suite of financial products, many with physician-specific benefits. In addition, the Physicians Financial Partners program provides access to tools and resources to help physicians make informed decisions about the financial matters most relevant to them. Products, services, tools and resources are offered through Millennium Brokerage Group, LLC and other financial professionals approved to participate in the program – like Taylor Financial Corporation.•Individual life, disability and long term care◦Needs analysis◦Business planning◦Implementation◦Risk management•Financial/estate planning◦Wealth preservation◦Wealth transfer solutions

Retirement Plan Services•Full investment universe (“open architecture”)•Investment selection and monitoring process•Participant enrollment educational meetings•Consultant for trustee fiduciary requirements•Fully disclosed pricing Wealth Management Services•Goals-Based Advice •Risk Management•Retirement Income Planning•Intergenerational Wealth Transfer Because we are an independent firm and all decisions are made locally, we can focus our time on creating a wealth management plan that is Taylor-Made for you and your family. We will stay in frequent contact with you to discuss changes in your life and update your plan as needed.

Physicians Financial Partners Taylor Financial Corporation is an approved member of AMA Insurance Agency’s Physicians Financial Partners program. The Physicians Financial Partners program is offered through AMA Insurance Agency, Inc. (AMAIA). The program is designed to provide physicians with access to local financial professionals vetted by AMAIA. Organizations approved to participate in the program offer physicians a full suite of financial products, many with physician-specific benefits. In addition, the Physicians Financial Partners program provides access to tools and resources to help physicians make informed decisions about the financial matters most relevant to them. Products, services, tools and resources are offered through Millennium Brokerage Group, LLC and other financial professionals approved to participate in the program – like Taylor Financial Corporation.•Individual life, disability and long term care◦Needs analysis◦Business planning◦Implementation◦Risk management•Financial/estate planning◦Wealth preservation◦Wealth transfer solutions

Retirement Plan Services•Plan design and consulting•Plan documents•Plan implementation and conversion•Annual plan administration and compliance

Retirement Plan Services•Full investment universe (“open architecture”)•Investment selection and monitoring process•Participant enrollment educational meetings•Consultant for trustee fiduciary requirements•Fully disclosed pricing Wealth Management Services•Recommendations on managing investment risks to achieve client goals•Retirement income planning•Intergenerational wealth transfer Because we are an independent firm and all decisions are made locally, we can focus our time on creating a wealth management plan that is Taylor-Made for you and your family. We will stay in frequent contact with you to discuss changes in your life and update your plan as needed.

Physicians Financial Partners Taylor Financial Corporation is an approved member of AMA Insurance Agency’s Physicians Financial Partners program. The Physicians Financial Partners program is offered through AMA Insurance Agency, Inc. (AMAIA). The program is designed to provide physicians with access to local financial professionals vetted by AMAIA. Organizations approved to participate in the program offer physicians a full suite of financial products, many with physician-specific benefits. In addition, the Physicians Financial Partners program provides access to tools and resources to help physicians make informed decisions about the financial matters most relevant to them. Products, services, tools and resources are offered through Millennium Brokerage Group, LLC and other financial professionals approved to participate in the program – like Taylor Financial Corporation.•Individual life, disability and long term care◦Needs analysis◦Business planning◦Implementation◦Risk management•Financial/estate planning◦Wealth preservation◦Wealth transfer solutions

Retirement Plan Services•Plan design and consulting•Plan documents•Plan implementation and conversion•Annual plan administration and compliance