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

An annuity is a long-term financial strategy designed to turn your savings into a steady stream of income during retirement. At Taurus Financial Services, we help you select annuity plans that align with your financial goals — from guaranteed lifetime income to protection against market risk or growing your retirement fund.

Our annuity options include:

- Fixed Annuities – For reliable, predictable income.

- Indexed Annuities – Linked to market performance with built-in protection.

- Variable Annuities – Offers flexible income with investment opportunities.

With the right annuity, your future income stays secure and your retirement lifestyle stays on track.

Let’s secure your future today.

LIFE INSURANCE

Secure your family’s future with a plan that offers both protection and growth.

At Taurus Financial Services, we help you choose an indexed life insurance policy that provides lifelong coverage and builds cash value over time.

Our life insurance solutions include:

- Term Life – Affordable, fixed-term coverage.

- Whole Life – Lifetime coverage with stable growth.

- Indexed Universal Life (IUL) – Tied to market performance, with downside protection.

Get peace of mind knowing your loved ones are protected and your policy works for you now and later.

Let’s build lasting security together.

DISABILITY INSURANCE

Protect your income when life takes an unexpected turn.

At Taurus Financial Services, we offer Disability Insurance that helps replace lost income if an illness or injury prevents you from working.

Our plans cover a range of needs—from short-term recovery to long-term disability—so your financial responsibilities are still met when you're unable to perform your job.

Self-employed or part of a company, income protection is key to maintaining stability and peace of mind during challenging times.

Stay prepared.

Let’s protect your earning power—get covered today.

WEALTH BUILDING STRATEGIES

At Taurus Financial Services, we help you build wealth with purpose. It starts with smart budgeting and a personalized Financial Needs Analysis (FNA).

This assessment gives you a clear picture of your income, assets, debts, and financial responsibilities—laying the foundation for real progress.

We align your short- and long-term goals with actionable strategies, from reducing debt to increasing savings and growing your assets over time. It’s more than managing money—it’s creating a roadmap to financial freedom.

Let’s map out your wealth journey—start with your free FNA today.

MEDICARE ADVANTAGE & MEDIGAP SUPPLEMENTAL PLANS

Navigating Medicare can be complex, but we make it simple.

Taurus Financial Services helps you access Medicare Advantage Plans—an all-in-one alternative to Original Medicare—offered by approved private companies and often including prescription drug coverage.

We also guide you in selecting Medigap policies that fill the coverage gaps Medicare doesn’t pay for.

From choosing the right provider to understanding plan benefits and limitations, we make sure you get the protection and peace of mind you deserve.

Let’s make your healthcare coverage work smarter for you—book your consultation today.

DENTAL & VISION COVERAGE

Regular dental and vision care keeps small issues from becoming major health or financial problems.

Most dental plans focus on preventive services like checkups, cleanings, X-rays, and fillings. Vision plans often cover eye exams, lenses, and frames.

Choosing plans that target essential services helps lower your overall healthcare costs while maintaining your wellness.

At Taurus Financial Services, we help you find affordable dental and vision plans that fit your health needs and your budget.

Our team walks you through coverage options, providers, and how to make the most of your benefits — so you can stay ahead of problems, reduce out-of-pocket costs, and protect your family’s overall wellbeing.

ACCOUNTING & TAX SERVICES

Managing your finances properly starts with accurate accounting and smart tax planning.

Tax accounting focuses on organizing your income, deductions, and expenses to comply with IRS rules and maximize your savings.

It's not just about filing on time — it's about understanding how each financial move affects your tax situation.

At Taurus Financial Services, we take the stress out of numbers. From personal to business tax returns, our professionals ensure you're fully prepared, compliant, and making informed decisions.

We help you reduce liabilities, avoid penalties, and uncover every legal advantage in your favor.

Let’s turn tax season into an opportunity, not a burden.

FINANCIAL NEEDS ANALYSIS

Understanding your financial landscape is the first step to building a secure future.

At Taurus Financial Services, our Financial Needs Analysis (FNA) gives you a clear view of where you are now, what your future financial goals look like, and how to bridge the gap.

This comprehensive overview considers your income, expenses, assets, and liabilities to uncover opportunities, highlight risks, and recommend tailored solutions.

It's more than a report — it’s a personalized action plan. With our FNA, you’re not just buying a product; you’re building a future.

Let’s create a strategy that supports your dreams and keeps your finances aligned with your goals.

RETIREMENT PLANNING

Planning for retirement means setting clear income goals and making intentional financial choices to reach them.

At Taurus Financial Services, we help you identify income sources, evaluate expenses, build savings plans, and manage risk — all to create a secure future.

Retirement looks different for everyone, and we tailor your strategy to fit your lifestyle and location.

The earlier you begin, the more options you unlock. But it's never too late to build a plan that works.

Let us guide you in turning your long-term goals into a step-by-step strategy that gives you peace of mind, steady income, and the freedom to enjoy life after work.

TRUSTS & WILLS

Trusts and wills let you decide what happens to your assets and legacy.

With the right documents in place, you protect your loved ones from delays, added costs, and public exposure.

These tools also allow you to include specific instructions—like funeral wishes—and ensure everything is handled just as you want.

Avoid probate court and its complications by having a clear legal plan. If you own property in multiple states, we help you prevent multistate probate hassles too.

A living trust offers privacy, so your family’s matters stay personal—not public.

At Taurus Financial Services, we guide you through the process so your future plans stay in trusted hands and your legacy lives on.

FINANCIAL LITERACY SEMINARS

Our Financial Literacy Seminars empower schools, businesses, and communities with real-world money skills.

We break down the essentials—budgeting, saving, managing debt, building credit, insurance basics, and smart investing—so individuals gain confidence in handling their finances.

Participants walk away with tools to make informed decisions, avoid common financial pitfalls, and take control of their future. From students to working professionals, we tailor each session to the audience for maximum impact.

At Taurus Financial Services, we believe financial education should be simple, practical, and powerful enough to change lives. Let’s build a smarter financial future—together.

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.