RetirementStage
Helping you plan in your pre-retirement earning years, coaching how to spend in your active enjoyment years and protecting your legacy through your enrichment years. Different stages require different strategies.
Own Your StageTaylor Advisory Group · Columbus, Nebraska
If You’re Approaching Retirement, Recently Retired or Currently Living the Dream, We’re Your People.™
The same team you already know in Columbus, with Midwest Medigap and Retirement Protectors behind them.
We’re Here Whenever You Need Us
Your TAG team guides you through three types of retirement decisions.
RetirementAge
From Medicare at age 65 to Social Security claiming strategies and required distributions at age 73, retirement is full of age-triggered decisions. We help you act on your options at each milestone so you don’t miss a beat.
Act Your AgeCoverage
Whether you need to protect your health, preserve your legacy or prosper through retirement income, we’ve got you covered. No matter where you got it, we’re here for reviews, service and recommendations on all your existing coverage.
Check Your CoverageHow We Work
A team for all your needs, across all your decisions.
- 1
Discovery
Learning about your hopes and dreams and what you’ve put into place to achieve them. We identify which milestones, coverage gaps and life stage transitions matter most to you.
- 2
Analysis and Recommendation
Educating you on your existing policies and accounts, and showing you potential ways to optimize your strategy across health, wealth and legacy.
- 3
Implementation
Applying any recommendations that arise, and fully integrating you into our team through personalized service and education.
- 4
Proactive Service Model™
Actively reviewing your business, inside and outside our office, with you every year. We alert you about policy changes, market updates and important deadlines so you never miss a milestone.
Health, Wealth and Legacy
MedicareHealth
The most important decision you make about your Medicare isn’t which carrier or plan you have; it’s the team you work with. Plans should change as your needs evolve. Your trusted advisor should stay constant.
Learn More About Health RetirementWealth
Safety, liquidity or growth? With a typical setup, you can pick two out of three. With a comprehensive strategy, you can have it all.
Learn More About Wealth RetirementLegacy
Let’s get real about who inherits what you’ve worked your entire life for. Will it be your family, the government or long-term care costs? We help you keep your legacy where it belongs.
Learn More About LegacyMeet Your Service Team
Your TAG Team
Here to Guide You to and Through Your Retirement
We’re not here for a transactional relationship, but to guide you through every retirement decision, from your first Medicare card to your last will and testament. That’s what “We’re Your People™” means.
One Team. One Contact. We’re Your People™