TAYLOR WEALTH SOLUTIONS, LLC
COOPER CITY, FLORIDA

That’s how the staff at Taylor Wealth Solutions describe company founder, Bill Taylor. In 1975, Taylor founded Taylor Financial, a life and disability insurance company. Bill started the company humbly with just one employee. But, he set a tone three decades ago with a company philosophy that still resonates to this day, “Always do the right thing for your client.” In 1983, Taylor/Webster, Inc. was founded, providing retirement plan administration, compliance and consulting. Two years later, Taylor Securities, Inc. augmented the company’s offerings even further with investment and wealth management services as a broker/dealer, later becoming dually registered as a Registered Investment Advisor (RIA). Today the company has grown from two employees to nearly twenty and from one specialty to three – life and disability insurance, retirement planning and wealth management. But what hasn’t changed is Taylor Wealth Solutions’ strong commitment to providing clients results-driven, high-quality service. Taylor Wealth Solutions Leadership Beloved company founder, Bill, has phased into his well-deserved retirement, though his influence and caring spirit still permeate throughout all our daily actions and client relationships. Multiple generations of families have called Taylor Wealth Solutions their financial home. Taylor Wealth Solutions clients are long-term partners but, more importantly, they are our friends. 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. We know we are smaller than some of the big companies that provide similar offerings. But we do things differently here. Our priority is to provide personal, one-on-one, responsive guidance and assistance to all our clients. It’s especially meaningful to us when we have the opportunity to help our clients navigate the complexity of our services. We know how confusing insurance and retirement plans can be. We understand sometimes you don’t know where to begin when it comes to wealth management planning. We take the time to explain, educate and ensure you are comfortable and confident. At Taylor Wealth Solutions we have the benefit of providing our clients multiple services all under one roof – disability and life insurance, retirement planning, estate planning, in-house ERISA counsel, financial guidance, and investment advising and oversight. Because our team members are accustomed to working together to develop plans for our clients within all of our service areas, we are uniquely positioned to offer creative and flexible options that, we believe, are exclusive to partnering with Taylor Wealth Solutions. In addition, a large number of our team members have been with Taylor Wealth Solutions for the majority of their careers. With tenured staff, offering a wide variety of solutions, we know we are offering something special here. And our clients feel the same way too. 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.