Our Services

We offer a series of financial services

Our commitment is to deliver exceptional insurance solutions tailored to your needs. With expert guidance, personalized care, and a wide range of coverage options, we ensure you receive the best service every time, protecting what matters most.

ANNUITIES

Secure a steady income for the future. Taurus helps you choose the right annuity plan—so you can enjoy retirement with peace of mind, guaranteed payouts, and smart tax advantages.

LIFE INSURANCE

Build lifelong protection with growth potential. We guide you in selecting an indexed policy that protects your family and grows cash value—linked to the market but shielded from market losses.

DISABILITY INSURANCE

Protect your income if life takes an unexpected turn. Taurus offers coverage that ensures you can keep moving forward—even when you’re unable to work due to illness or injury.

RETIREMENT PLANNING

Design the retirement you dream of. Taurus helps you plan strategically to grow your savings, reduce tax burdens, and enjoy a financially secure post-career life.

WEALTH BUILDING STRATEGIES

Your path to financial freedom starts here. We create personalized plans combining savings, investments, and smart insurance tools to help you grow and protect your wealth over time.

MEDICARE ADVATAGE & MEDIGAP SUPPLEMENTAL PLAN

Navigating Medicare can be confusing—we make it simple. Taurus helps you compare and enroll in plans that cover what original Medicare doesn’t, giving you better care and fewer out-of-pocket surprises.

DENTAL & VISION COVERAGE

Affordable care beyond basic health. We help you access the right dental and vision plans so your overall health—and your smile—gets the protection it deserves.

FINANCIAL NEEDS ANALYSIS

Let’s uncover what you truly need. Our in-depth financial analysis gives you clarity on where you are, where you want to be, and the exact steps to get there—without guesswork.

ACCOUNTING & TAX SERVICES

Stay compliant, reduce liabilities, and keep more of what you earn. Taurus provides reliable tax prep, bookkeeping, and financial reporting to support your personal or business finances.

TRUSTS & WILLS

Secure your legacy and protect your loved ones. We help you draft legal, personalized estate plans that ensure your assets are distributed the way you want—without conflict or confusion.

FINANCIAL LITERACY SEMINARS

Empowering schools, businesses, and communities. Our seminars teach practical money skills—budgeting, saving, investing, and more—helping people make informed financial decisions for life.

Our Methods

How We Onboard You Into the Right Policy

Personalized Consultation

We start with a one-on-one conversation to understand your financial goals, current situation, and the type of protection or planning you need.

Needs Analysis & Strategy

Next, we conduct a comprehensive review of your finances, family needs, and future goals to recommend the most suitable policies—whether it’s life insurance, annuities, Medicare, or retirement planning.

Policy Selection & Application

Once you’re ready, we guide you through choosing the best-fit policy, assist with paperwork, and handle all the submission steps to ensure a smooth process.

Approval, Delivery & Ongoing Support

After approval, we walk you through your new policy in detail. Our relationship doesn’t end there—we stay in touch with reviews, updates, and continued guidance as your needs evolve.

We provide reliable and flexible life insurance solutions designed to give you peace of mind. We help secure your family’s future—so you can focus on what truly matters.