Tailored Strategies for Every Stage of Success
At Tayler Insurance and Estate Planning, every client’s journey is unique. That’s why we focus on three groups we serve best—retirees, successful families, and entrepreneurs/business owners. Each faces distinct challenges and opportunities, and we provide personalized solutions to help them thrive with clarity and confidence.
Retirees
Retirement with Confidence
As retirement approaches, priorities shift from wealth accumulation to preservation and clarity. Retirees want peace of mind, tax-efficient income, and a plan to protect loved ones.
We Help Retirees:
- Create steady, tax-efficient retirement income streams.
- Reduce probate costs with estate-friendly investment tools (e.g., segregated funds).
- Protect assets from market volatility while maintaining growth.
- Plan healthcare directives and powers of attorney to maintain control.
- Transfer wealth smoothly to beneficiaries with minimized tax burden.
Successful Families
Preserving Wealth & Family Harmony
Managing family wealth is more than finances—it’s about values, education, and preserving harmony across generations.
We Help Families:
- Develop intergenerational wealth transfer strategies.
- Create education savings plans for children and grandchildren.
- Establish trusts or family governance structures for long-term unity.
- Coordinate financial planning across spouses, children, and extended family.
- Balance today’s lifestyle with tomorrow’s legacy.
Entrepreneurs & Business Owners
Protecting What You’ve Built
Entrepreneurs often have most of their wealth tied up in their businesses. Protecting it—and planning for what’s next—is critical.
We Help Entrepreneurs:
- Structure businesses for tax efficiency (holding companies, shareholder agreements).
- Transition ownership smoothly with succession planning.
- Use corporate-owned insurance to create liquidity at death.
- Extract retained earnings tax-efficiently (e.g., Individual Pension Plans).
- Protect business continuity with risk management strategies.
Your Journey. Your Legacy. Our Expertise
Whether you’re planning retirement, raising a successful family, or running a thriving business, our strategies are tailored to protect your wealth, reduce taxes, and prepare your legacy.
