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We have an understanding of you and your family's needs during life transitions and "Uncertain Times"

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Orange CA Branch Office

Allen and Sherry Taylor

Allen and Sherry Taylor

"We are Independent Financial Advisors who act in your best interest for management of investments and comprehensive financial planning."

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About Us

About Us

We create strategies that are tailored to your needs and goals.

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Life Transitions 
"Our Grand-kids"

Life Transitions  "Our Grand-kids"

Years of experience have prepared us to guide you through life's transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Our Process

We listen, we care, and we can help with the unique perspective of a married couple.

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Our Mission

To be of service with gratitude.

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Our Team

Let Us Serve You.

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Our Values

We experienced many of the same life events as our clients. We care and we understand.

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Our History

Professionalism, leadership, and knowledge through each of our careers.

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Resources

We purposely designed our financial practice to incorporate a team of professionals and companies that are focused on servicing you the client.

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Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."