We help individuals and businesses break down their problems, goals, and objectives into an actionable plan.

Our process utilizes the full planning toolkit to
help you implement your solutions.

Our process utilizes the full planning toolkit to help you implement your solutions.

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Our Solutions

We provide a wide array of solutions, beginning with a thorough analysis of your current policies and goals.

With access to teams of tax attorneys, CPAs, and financial services professionals, our research and methodology is updated to account for a continually changing tax and regulatory environment. The breadth of services we specialize in through our partnerships allows us to find a tailored solution for each clients’ needs.

Solutions We Provide

  • Insurance
    Life Insurance Disability Long-Term Care
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  • Investments
    Fixed Annuities
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  • Planning
    Retirement Planning Estate Planning Business Planning Tax Planning
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Who We Are

We are a financial services practice located in Pasadena, California. Collectively, we have over 60 years of experience helping people pursue their goals.

By forging lasting relationships with our clients, we help them through all the ups and downs of life and business. We serve families, individuals, business owners, athletes, and celebrities.


Our mission is to equip clients with the information needed to make educated decisions about their financial well-being. Upon performing a thorough analysis of each clients’ individual financial situation, only then do we provide the appropriate solutions to help you accomplish your financial goals.


Client relationships and integrity are central to our values. Our goal is to always put the clients’ needs and objectives above anything else, while providing them with forward-thinking solutions to help provide a positive experience.


Our philosophy is to focus on finding solutions rather than selling products. We believe this approach helps us better guide the client to not only pursue their vision and goals, but to make them aware of other possibilities not on their radar.

A Message from Eszylfie Taylor

Founder and President

I’ve entered my 24th year as a financial services professional and have seen multiple financial crises during that time. We follow a process that stands the test of time and puts the clients’ needs, wants, and objectives before anything else.

Our success as a company stems from these basic principles:

  1. Do Not Assume

    We will never assume anything about your financial situation. This allows us to dig deep and uncover the little details that go a long way in creating your solution.

  2. We Ask A Lot Of Questions

    Our solutions are only as good as the information you provide us. We make your business our business, and our fact finding meeting goes beyond just the numbers. We take the time to understand the qualitative factors that impact your life.

Let’s Connect
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Or give us a call:
(626) 356-7637

9:00 AM - 6:00 PM PST — Monday through Friday