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

An Introduction to Planned Giving

For those who are passionate about donating to their favorite charity, the concept of “planned giving” is something you should familiarize yourself with.

Here’s a short video that explains how the concept works, and how you can create a legacy with your favorite charity!

Retirement Planning Spotlight

The retirement landscape is constantly changing. Are you on track to retire? Do you know what kind of investment vehicles are available to you? Or the pros and cons to each? We believe an informed client is the best kind of client, so we want to prepare you with the information to make educated decisions.

We put together this presentation to walk you through the most common options you have at your disposal for retirement planning.

About Eszylfie Taylor

Eszylfie Taylor is the president and founder of Taylor Insurance and Financial Services located in the financial district of Pasadena, California, and serves as financial advisor to individuals, business owners, and high net worth families.

Over the past decade, Mr. Taylor has been recognized as an accomplished insurance producer in the industry, receiving the National Association of Insurance and Financial Advisors (NAIFA), “Agent of the Year award: Los Angeles” in 2010 – 2012. Additionally, Mr. Taylor is a life and qualifying member of “Million Dollar Round Table”* and has been a Top of the Table producer since 2011, ranking him in the top 1% of all producers, worldwide. Most recently, he was selected to win NAIFA’s Top 4 Under 40 Advisors award for 2015.

Mr. Taylor has achieved consistent high levels of production due to a combination of education, motivation, a positive outlook and deep desire to help others improve their lives. Over the course of his career, Mr. Taylor has obtained the Series 6, 63, 65, and 7 registrations, in addition to a Life and Health Insurance license.

Mr. Taylor began his career at age 22 with New York Life Insurance Company, where he soon ascended to the Chairman’s Council reaching the ranking of #1 Broker in Los Angeles (2006 – 2013), Chairman’s Cabinet, which defines the top 50 agents out of the Country’s 13,000 plus (2010 – 2013), and #1 Agent for the Company’s African-American market (2006 – 2013). In 2007, he began building his own firm, Taylor Insurance and Financial Services. In 2013, he left New York Life to grow his independent insurance and financial services firm.Eszylfie was born and raised in Pasadena, California. As a top flight high school athlete playing in four varsity sports, he completed a notable collegiate basketball career at Concordia University in Portland, Oregon, graduating magna cum laude with a Bachelor’s Degree in Business Management.

Mr. Taylor currently sits on the board of three non-profit organizations dedicated to business empowerment, children’s’ health, and social services. In his free time, he mentors upcoming youth as the Founder of the non-profit Futures Stars Camp (www.futurestarscamp.org) for kids, which is dedicated to providing basketball training and life coaching skills. In addition to his passion for business, Eszylfie is engaged in raising three daughters in Pasadena where he still resides.

CAREER HIGHLIGHTS

• Top 25 agents in the country at New York Life (2012).
• Top agent/advisor in Los Angeles/Greater Pasadena with New York Life (2007-2012).
• Top agent/advisor in within the African American market at New York Life (2006-2012).
• Top producing agent/advisor in the history of the African American market within New York Life.
• Top of the Table producer – Million Dollar Round Table since 2011.
• Agent of the Year for NAIFA’s Los Angeles/Greater Pasadena area since 2009.
• NAIFA Advisor Today magazine’s Top 4 Under 40 Advisors in 2015.
• Currently the President of Taylor Insurance and Financial Services, an insurance and financial services firm he founded in 2013.

* The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. This award is based upon sales generated by the advisor and is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or former clients.

About Malik Platts

Malik Platts has been in the financial services field for the past several years. Reaching the Executive Counsel level for 6 year straight at New York Life, and the Million Dollar round table in 2013. Malik Platts switched to Taylor Insurance in 2014 as he has worked for years with Eszylfie Taylor at New York Life. The specialties of Malik and the firm of Taylor Insurance is estate planning, tax diversification and using insurance as an asset class. Malik works with athletes, entertainers and professionals in the these fields. Malik Platts came to Los Angeles 12 years ago, from his hometown of Philadelphia. He graduated from Johnson C. Smith University in 1999 with double B.A in Social Science and history. After college Malik moved to Maryland and taught history at the junior high level for a few years. When moving to California in 2002 Malik worked for a well known music manager in the entertainment business. When the Music business was in the decline Malik decided to get into the financial realm to protect the wealth of his counterparts and associates in the entertainment business. By being with Taylor insurance and having the assistance of EszylfieTaylor who is top 4 under 40 financial advisors in the country, they are able to work on many cases together.

* Malik Platts is not registered with Cetera Advisor Networks LLC.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These rating should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

About Dunn Anderson

Dunn Anderson, husband,father of four is a driven professional with a passion for helping his clients to achieve their personal and financial goals.With close to 10 years of experience, Dunn Anderson has been a Licensed RealEstate Agent and is currently a Licensed Financial Advisor, Life Insurance Producer and Mortgage Loan Originator.Dunn has also held several public speaking roles in Maryland and Arizona to further educate others on becoming financially secure.

Dunn Anderson is a graduate of Morgan State University, where he majored in Global Communications and was a standout 4 Year Varsity Letter for The Golden Bears. Dunn Anderson is also a published author of four books about finances and life. Dunn’s personal background will show he was a former Boxer, Muay Thai practitioner, and competitive Power Lifter. He is still a Licensed Personal Trainer.

Knowing there is no single approach that is right for every individual makes his versatility a top key point for the success of him, his clients, and every partnership he creates.

About Barry Queen Jr.

Barry Queen Jr., WMCP®, a native of Philadelphia, Pennsylvania, began his career as a Wealth Advisor with New York Life in Norfolk, Virginia, back in November 2009. As the son of a small business owner, Barry knew the promises of entrepreneurship but learned to appreciate the value of sound financial planning after his father lost his business. When his father lost his business, unfortunately, he lost himself. This experience fueled Barry to one day become the Advisor for families and individuals his father didn't know he desperately needed.

Despite various challenges, Barry has gone on to have a successful career in the financial services industry. Among his many accomplishments, he is most proud of becoming a qualifying member of The Million Dollar Roundtable*, a global independent association of more than 42,000 of the world's leading life insurance and financial services professionals from more than 470 companies in 71 countries at 26 years old. Barry credits much of his success to a tenacious work ethic, a deep and personal connection to his clients, a commitment to always act in the best interest of the clients he serves, and a constant desire to get better every day. In 2015, Barry transitioned his practice to Greater New York with the hope of expanding and getting closer to loved ones.

Barry currently runs a fee-based financial planning practice focused on serving the needs of entrepreneurs, professionals with advanced degrees, and high net worth families. Throughout his career, Barry has obtained the Series 6, 63, 66, and 7 registrations, in addition to a life and health insurance license.

A continued desire for professional development and growth has always been a driving force in Barry's life. Because of this, he recently earned the Wealth Management Certified Professional® designation from the American College of Financial Services. With an average study time of 400+ hours, this curriculum delivered by 25 of the most respected wealth management experts in the U.S. allows Barry to use contemporary investment science to bring a new level of value to the advisor-client relationship. Barry’s current studies have led him to pursue the esteemed Certified Financial Planner® designation of which he hopes to obtain in April of 2022 after completing his studies at the College of Financial Planning.

In January of 2020, Barry decided it was time to partner with his long-time friend and mentor Eszylfie Taylor. Over the years, Barry has grown to admire and appreciate the work Eszylfie and his team have done across the country and wanted to become a part of a team he believes is truly special.

Giving back is something Barry consistently seeks to do. Among the many charitable causes, he supports he most recently served as Co-Chair of CASA-NYC, an organization focused on serving the needs of children in the New York City foster care system. Barry’s mission in life is that he would honor a proverb he recites to himself written by prominent Quaker missionary Etienne de Grellet du Mabillier, “I shall pass this way but once; any good that I can do or any kindness I can show to any human being; let me do it now. Let me not defer nor neglect it, for I shall not pass this way again.”

* The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.

About Claudine Thomas

My primary objective is to help you pursue financial freedom in a complex and constantly changing world by designing strategies to help you pursue what is most important to you.

I attended California State University, Northridge. After graduating with a Bachelor’s degree in Marketing and Finance, I was recruited by Fortunes 500 – J.D. Power and Associates. My years of experience at J.D. Power and Associates helped shape me in many ways. For one, my analytical abilities and problem solving skills have enable me to take a complex situation and develop a roadmap of solutions. Taking a “problem” and providing a “solution”, that is the fundamentals of how I help my clients today.

My organizations and charity work have included Toastmasters International as a member and served on the board as club Treasurer, Sargent at Arms, and President. I challenged myself physically and ran a half marathon while raising funds through Team in Training for the Leukemia & Lymphoma Society. I also volunteered for Penny Lane’s foster kids’ event, just to mention a few. I am currently a member of National Association of Insurance and Financial Advisors.

I pride myself in being a responsible, reliable, person with a very high work ethic who provides my clients outstanding customer service. In addition to my Life and Health Insurance license I currently have a Real Estate license.

* Claudine Thomas is not registered with Cetera Advisor Networks LLC.