Justin Taylor


    Focus: Insurance Strategies, Investment Strategies

    Languages: English

         BUSINESS PHILOSOPHY

         My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and resources required to help meet my clients’ established goals. My personal goal is to become a lifetime resource for each client.

    INDIVIDUAL SERVICES
     
    Wealth Accumulation Strategies

    • Fixed and Variable Annuities
    • Education Funding Strategies
    • IRA Consolidation/ Rollovers
    • Pension Payout Alternatives
    • Retirement/ Social Security Planning
    • Mutual Funds/ Exchange Traded Funds

    Family Protection/Wealth Preservation Strategies

    • Comprehensive Financial Strategizing
    • Life Insurance and Risk Management
    • Disability/Long Term Care Insurance
    • Charitable Giving Strategies
    • Estate Conservation Strategies

    BUSINESS SERVICES

    Business Continuation/Key Employee

    • Deferred Compensation Plans
    • Executive Retirement Plans
    • Key Person Life & Disability Insurance
    • Buy/Sell Agreement Funding
    • Disability Buy-Out Plans
    • Business Overhead Coverage

    Retirement Plans/ Employee Benefits

    • 401(k)/ Profit Sharing Plans
    • Money Purchase Plans
    • Defined Benefit Pension Plans
    • SEP and SIMPLE IRA Plans
    • Group Insurance (Life, DI & Dental)

    PERSONAL INFORMATION

    • Licensed and Registered to sell life, health and variable annuities in MD, VA, DC, & NC
    • FINRA Licensed to sell investment products: FINRA Series 7, 66
    • Married since 2008 with two children
    • Enjoy golf, bicycling, soccer & swimming
    • Education: Bachelor of Science in Business Administration– Elon University

    See Justin’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

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    Elkridge Satellite Office - Marshalee Drive

    Satellite Office

    6085 Marshalee Drive Suite 210
    Elkridge, MD 21075-6023

    L0816473329[exp0817]