The Team

Knowing how to make the most of your Social Security benefits can be confusing, and mistakes such as taking benefits too early can be costly. With our exclusive Confident Retirement® approach and our background in retirement planning, we help our clients and their dependents take full advantage of their Social Security benefits. We work with our clients to develop a customized plan to help them gain financial confidence to live the full and rich life they’ve earned.

Our Advisors

Steven F Taylor

Steven F Taylor

Financial Advisor

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Designations

CFP®, ChFC®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits

Education

Bachelor of Science, Finance, University of South Florida, Tampa, FL

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Ron Rimmer

Financial Advisor

Our Staff

Crystal Guthrie

Administrative Assistant

Debbie Hamilton

Receptionist