Products & Services
We offer a wide array of products and services for individuals and businesses. Whether you need assistance related to having sustainable finances and any other financial matter, we would love to help. Scroll down to learn more about what we offer.
ANNUITIES
An annuity is a financial instrument issued and backed by an insurance company that provides guaranteed monthly income payments for the life of the contract, regardless of market conditions.
This is great to ensure that your hard-earned retirement savings, inheritance, and other large sums are protected from economic challenges including market fluctuations, recessions, inflation, and other financial perils.
INDEXED LIFE INSURANCE
Indexed universal life insurance is a type of permanent life insurance, which means it has a cash value component in addition to a death benefit.
We will assist you to select the best market index that will be valuable and rewarding for you while selecting the best insurer.
DISABILITY INSURANCE
Disability Insurance often called DI or disability income insurance, or income protection is a form of insurance that insures the beneficiary's earned income against the risk that a disability creates a barrier to the completion of core work functions.
You can have peace of mind knowing your monthly expense will still be covered and cash flow will continue if you can't work.
WEALTH BUILDING STRATEGIES
A financial needs analysis is an overview of your current and future financial situation. It takes into account assets, such as wealth and income, set off against liabilities, such as debt and dependents.
Taurus financial services will give you guides on how to build a sustainable wealth system for yourself and also guide you through the process.
MEDICARE ADVANTAGE & MEDIGAP SUPPLEMENTAL PLANS
Your health should be a top priority and with MEDIGAP POLICIES you will be guaranteed extra health Insurance.
We will guide you in choosing the best private company you can buy MEDIGAP from and also give you guides on what the policies cover or doesn't.
DENTAL & VISION COVERAGE
These plans provide coverage for routine exams which are not available by most medical plans. It offers discounts on Dental & Vision related challenges.
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We will advise you on how you can take advantage of these plans to make great financial and Health decisions.
ACCOUNTING & TAX SERVICES
To make sure your business runs smoothly and efficiently it is advisable to have both Accounting & Tax Services.
We would provide you with excellent Accounting services to prevent you from having muddled-up Financial statements. Our services will also make sure your business benefits from Tax.
COMPLEMENTARY FINANCIAL NEEDS ANALYSIS
We provide you with a detailed overview of your current financial situation and suggest a unique and personalized strategy for your financial security.
RETIREMENT PLANNING
After years of working, it's important you have a safe and secure financial plan that will take you through the rest of your life.
Identifying the best and safe is necessary and we will get that done for you. We understand how this is important to you and we guarantee that you will have a successful retirement plan.
TRUST & WILLS
These are documents that what you want to leave for your loved ones after passing. It can also include funeral instructions