Jonathan E. Taylor

What should parents pass on to their kids? While many focus on the inheritance values and insights may be even more essential. Our Chief Commercial Officer Aditi Gokhale urges all parents to catch this growing trend.

An annuity is a contract between you and an insurance company where you receive regular payments over time. I’m here to get you comfortable with whatever jargon sounds scary. Let’s do this. #FinancialLiteracyMonth

Is buying a home on your radar? Let’s discuss how to make that dream come true.

"THANK YOU!" so much for the review, and for spending your time to write it. I'm truly honored to be a part of your life and am grateful for the opportunity to grow with you. It is my pleasure to be of service. #THANKYOUTHURSDAYS

Is a new home in your future? Let’s talk about how that can fit into your financial plan.

It’s easier to enjoy life today when you know your family is protected tomorrow. I can help you choose the right life insurance to fit your personalized financial plan. #HelpProtectOurFamilies

Understanding your finances better can help you feel more in control of your money. Bring your questions, I’ve got the answers. #FinancialLiteracyMonth #MoneyMantras

If you’re considering getting life insurance but not sure what type of coverage you need, get in touch.

Moving to a new home? Then you may need to update your financial plan. I can help.

While there are signs of inflation, it’s not too concerning yet.

While it costs more, there may be some upside.

"THANK YOU!" so much for the awesome review! It has been an absolute pleasure to work with you and learn more about your situation. You have been a gentleman, and I am sincerely looking forward to seeing what the future holds for you. To be a part of that journey with a front row seat is something I am very lucky to be able to experience. #THANKYOUTHURSDAYS

Some tips if you don’t feel you’re getting paid what you’re worth.