Plan Smart. Retire Well.

Our mission is to provide peace of mind through every step of your retirement journey

When Markets React

When markets shift, experienced investors stick to their strategy.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

What Is My Retirement Tax Bill?

Find out what you may owe in taxes during retirement 

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Is My Return Worth The Risk?

A smart investment strategy seeks to be consistent over time with a goal of efficiency. 

Where do you want to go? We'll get there, together. 

Our mission is to provide comprehensive retirement solutions that address income needs, help build and protect assets, and preserve estates for future generations. We accomplish this through attentive service, extensive experience, and a commitment to supporting our clients throughout every stage of life.

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Watch

Watch

Winning Retirement with Greg and Kristin Taylor on TV

Fridays at

  • 1:30 on NBC 4

Sundays at

  • 9:30 am on The CW (WWHO)
  • 11:30 am on ABC6
  • 11:00 am on (WSYX) DSYX FOX 
Watch Now
Listen

Listen

Join the conversation with our weekly Radio Show

  • 610WTVN Saturday at 1pm
  • Sunday at 6am, 7am, 10am & 1pm
  • You can also listen to our podcast by clicking the link below


Listen Now
Learn

Learn

Read Greg's Best Selling Book, "Winning Retirement" 

The second edition is available now! 

Request a copy
Prosper

Prosper

Retirement requires a fundamental shift in your investment strategy.

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Our Team

Our Team

Service is at the heart of our culture. Our team is dedicated to working alongside you to ensure your experience is smooth and effortless. With more than 30 years of retirement planning experience, Greg brings the knowledge and insight that only time and dedication can provide - because experience truly is the best teacher. 

Your Goals Are Our Goals

Your Goals Are Our Goals

Our entire team collaborates seamlessly, always acting in your best interest and keeping your goals and dreams at the forefront of everything we do. 

In the Media 

In the Media 

Greg and Kristin have been sharing information over various forms of media for over 13 years.  

You can catch them on 610WTVN every Saturday at 1pm and Sunday at 6am, 7am, 10am and 1pm. 

Additional to a weekly radio show, they publish a weekly podcast available through Spotify, Apple Podcasts! 

Tune into their weekly TV show, Winning Retirement with Greg & Kristin Taylor that is currently airing on Fridays on NBC4 at 1:30 P.M., Sundays on The CW at 9:30 A.M., on FOX at 11 A.M., and on ABC6 at 11:30 A.M.

 

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