Charles P. Taylor is dedicated to helping families protect what matters most when it comes to their income, health, and legacy. As a licensed insurance and retirement specialist, he partners with clients to design tailored solutions that safeguard their financial future, from affordable health coverage to life insurance strategies that build long-term wealth.

With years of experience guiding individuals and families through the complexities of retirement planning, life insurance, and healthcare, Charles simplifies the process so clients can make confident, informed decisions. He is also the author of Lies, Loopholes & Life Insurance, a guide designed to educate readers on how to avoid financial pitfalls and build lasting security.

Charles’ mission is simple: provide clarity, peace of mind, and proven strategies that empower people to protect their income today and build a legacy for tomorrow.

When he’s not meeting with clients or speaking at community events, Charles is committed to educating and uplifting others through workshops, webinars, and resources that make financial literacy accessible to everyone.