Dexter B. Taylor
Book a call with me:
Financial Stewardship Meeting
This is a brief meeting to discuss your financial goals and explore ways to manage your resources responsibly. We will discuss your current financial ...
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30 minutes
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Personal Financial Review
Review your portfolio: Learn about indexed growth tax-advantaged for long-term strategies Learn how Fixed Index Annuities work Index Universal Life ...
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1 hour
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Business Partner Check-In
Training and AccountabilityYou Are Business For Yourself, But Not By Yourself! I'm here to help.
15 minutes
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Client Annual Review
It's time for your yearly annual check-up!Things we will go over: Life changes within the past year Update personal information Update beneficiaries R...
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30 minutes
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3-Way Call
Book a meeting with me for 15 minutes with potential business partners!
30 minutes
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Business Partner Interview
Welcome, New Business Partner!New Business Partners are just coming on board to review a game plan and personal goals to assist you in achieving succe...
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30 minutes
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Retirement / Pension Appointment
Welcome! I am here to serve and educate you about your state pension and retirement options.Here are some links you may need:CalSTRS: https://www.cals...
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30 minutes
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