Alaina Taylor

1 review

Book a call with me:

Working with us is simple and easy. We work through 4 simple steps with our clients to help them alleviate the uncertainty around their Financial Security:

1. Define core values and vision.

2. Highlight risks which could prevent them from reaching their goals.

3. Create a customized written plan to guide their financial decision making.

4. Stay in touch regularly to review customized plans as family and/or business evolve throughout life.

We look forward to partnering with you!

STRATEGIC SOLUTIONS REVIEW

Let’s build a personalized plan to help you reach your financial goals—whether you're just starting or approaching retirement.We’ll cover:📘 E... Read more

30 minutes

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EMPLOYEE BENEFITS REVIEW & PLANNING FOR BUSINESS SUCCESS

Welcome! We're here to help your business create lasting impact through comprehensive employee benefits and financial education.By supporting your tea... Read more

30 minutes

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NORTH CAROLINA RETIREMENT/PENSION APPOINTMENT

Welcome! I’m here to serve and educate you about your state pension and retirement options to help you confidently.Our Pension Review will help you:... Read more

30 minutes

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CALIFORNIA RETIREMENT/PENSION APPOINTMENT

Welcome! I’m here to serve and educate you about your state pension and retirement options to help you confidently plan for your financial future.Ou... Read more

30 minutes

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🩺 MEDICARE CONSULTATION & PLAN REVIEW

Thank you for your interest in scheduling a Medicare consultation. During this appointment, we’ll review your current situation, answer questions, a... Read more

45 minutes

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MILLION DOLLAR BABY GROUP WEBINAR

Secure your child's financial future with a game-changing plan! 🌟 Join us on Wednesdays at 6:30 PM (PST) / 9:30 PM (EST) for an exclusive session t... Read more

45 minutes

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MILLION DOLLAR BABY WEBINAR/ CONSULTATION

Have you attended a Million Dollar Baby Event or Webinar and are now ready to take action? 🎉It’s time to turn inspiration into implementation and... Read more

30 minutes

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EXPLORE A BUSINESS EXPANSION OPPORTUNITY🚀

Let’s connect for a quick 15–30 minute conversation to see if what we’re building aligns with what you’re looking for.We’ll start by learnin... Read more

30 minutes

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Complimentary Wealth check-up ($500 value)

Schedule a Complimentary Financial Needs Analysis ($500 value), a concise 30-minute session designed to quickly assess your financial goals and curren... Read more

30 minutes

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FOLLOW UP APPOINTMENT

I look forward to continuing to support and guide you on your path to financial confidence and success. Navigating the financial landscape can be comp... Read more

30 minutes

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APPROVAL APPOINTMENT

🎉 Congrats! This meeting is a chance to review and confirm your approval. 🌟 Looking forward to your continued progress and success! 🚀✨

30 minutes

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ANNUAL REVIEW

It’s time for your yearly check-in! During our meeting, we’ll:🔄 Discuss any important changes since we last met📝 Update your personal or bus... Read more

30 minutes

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