Pick a time. We'll handle the rest.
A free 30-minute conversation with a licensed Taurus advisor about your goals — insurance, retirement income, or just making sense of your options.
Free · No obligation · English or Español
1.
Choose your time
Pick any open slot below. You'll get an instant confirmation by text and email.
2.
Talk it through
30 minutes with a licensed advisor, in the language you're most comfortable with.
3.
Get your plan
Clear numbers and honest options. What you do next is completely up to you.
Before you book, you might be wondering...
Is it really free?
Yes — the consultation costs nothing, and there's no obligation to buy anything, ever. We lead with education. If what we offer isn't right for you, we'll tell you.
Will someone try to sell me something?
No pressure, no scripts. The first meeting is about understanding your situation and showing you your options with real numbers. Decisions come later, if at all — and they're yours.
Can we talk in Spanish?
Claro que sí. Tell us your preference when you book and we'll match you with a bilingual advisor.
What should I have ready?
Nothing is required. If you have current policies, a 401(k)/IRA statement, or questions written down, bring them — but showing up curious is enough.
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