Business Details
Your Trusted Retirement Financial Advisers in Harrisburg, PA
Taylor Retirement Services is dedicated to helping individuals create retirement strategies tailored to their unique needs. Our team works closely with clients to protect assets and develop plans that support both reaching and navigating retirement. We offer a range of investment and insurance products designed to align with personal goals. Our three-step process begins with understanding your vision, analyzing your financial situation, and delivering a customized strategy. We provide educational resources, including retirement checklists and live seminars, to empower informed decision-making. As an SEC Registered Investment Advisor, we prioritize transparency and client-focused service.Our approach emphasizes long-term planning, addressing healthcare needs, housing strategies, and income sustainability. With decades of combined experience in financial services, we aim to build trust through personalized guidance and actionable solutions. Clients benefit from our expertise in wealth management and annuity products, backed by rigorous compliance standards. We operate with integrity, ensuring all recommendations are grounded in practical, real-world applications for financial security.
Services
Retirement Income Planning
Wealth Management
Investment Advisory Services
Annuity Products
Educational Seminars
Highlights and features
- We specialize in retirement income planning with customized strategies.
- Our team provides educational seminars and actionable retirement checklists.
- We offer transparent investment advisory services with SEC oversight.
- Our approach addresses healthcare, housing, and long-term care planning.
- We prioritize client needs with no hidden fees or obligations.
Associations and certifications
- SEC Registered Investment Advisor
Services
Retirement Income Planning
Our retirement income planning service creates customized strategies to ensure financial stability throughout retirement. We analyze your current assets, risk tolerance, and goals to develop sustainable income solutions. Clients receive ongoing guidance to adapt plans as needs evolve.
Wealth Management
Wealth management services focus on growing and preserving assets through diversified investment strategies. Our team tailors portfolios to align with long-term objectives while managing risk. Regular reviews ensure alignment with changing market conditions and personal circumstances.
Investment Advisory Services
As an SEC-registered advisor, we provide expert investment guidance based on individual risk profiles and financial goals. Our services include portfolio analysis, market insights, and strategic recommendations. Transparency and compliance are central to our advisory process.
Annuity Products
We offer annuity products designed to provide guaranteed income streams during retirement. These insurance-based solutions protect against market volatility while offering customizable payout options. Our specialists explain terms, fees, and benefits to ensure informed decisions.
Educational Seminars
Our live seminars cover retirement strategies, wealth preservation, and healthcare planning. Participants gain actionable insights through interactive sessions led by industry experts. Materials include checklists and guides to support long-term financial decision-making.
Questions
What retirement services do you offer?
We provide income planning, wealth management, annuity products, and investment advisory services tailored to individual retirement goals.
How do you help clients prepare for retirement?
We use a three-step process: understanding your vision, analyzing financial status, and creating customized strategies with ongoing support.
Are your investment strategies risky?
We assess risk tolerance and create diversified portfolios to balance growth potential with security while acknowledging market uncertainties.
Do you offer educational resources?
Yes, we provide retirement checklists, live seminars, and guides covering healthcare, housing, and income sustainability planning.
What makes your firm different?
We combine SEC-registered advisory services with personalized retirement planning and educational resources for comprehensive support.
Are annuity products right for me?
Annuities can provide guaranteed income but depend on individual needs. We explain options to determine if they align with your retirement goals.
Videos
Reviews (1)
Ken Hoffer
Aug 01, 2019
Report
My wife and I have been assigned Shawn as our Financial advisor. His knowledge of the markets and financial tools available is literally mind blowing. What I like about TRS is that my wife has the security she needs with her funds while at the same time I can assume as much risk as I can tolerate.
