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15 Min Discovery CallNot sure what you need? Book a discovery call and we will see how we can help.

Want to Learn MoreSee our video blog series on everything Life, Health and Retirement planning.

Join Open Office HoursMONDAY & THURSDAY AT 12:00PM EST

Join Open Office HoursMONDAY & THURSDAY AT 12:00PM EST

Life InsuranceFinancial protection for yourself and your loved ones for the day you get sick or die.

Life InsuranceFinancial protection for yourself and your loved ones for the day you get sick or die.

Life InsuranceFinancial protection for yourself and your loved ones for the day you get sick or die.

Power TalkHave a conversation with your family or social group about what matters most with our help.

Power TalkHave a conversation with your family or social group about what matters most with our help.

Power TalkHave a conversation with your family or social group about what matters most with our help.

Tax Free Retirement AccountLearn how with a TFRA you can use the tax code to supercharge your retirement savings.

Tax Free Retirement AccountLearn how with a TFRA you can use the tax code to supercharge your retirement savings.

Tax Free Retirement AccountLearn how with a TFRA you can use the tax code to supercharge your retirement savings.

CashFlow Premium AccountIBC

CashFlow Premium AccountIBC

CashFlow Premium AccountIBC

Capital Shield Wealth AccountAnnuity

Capital Shield Wealth AccountAnnuity

Capital Shield Wealth AccountAnnuity

Live Debt FreeDebt Free solutions for personal and business.

Live Debt FreeCreate enhanced cash flow in your personal and business fianances.

Live Debt FreeCreate enhanced cash flow in your personal and business fianances.

EthosWhat life insurance without a conversation? Get covered in less than 10 minutes.

EthosWant life insurance without a conversation? Get covered in less than 10 minutes.

EthosWant life insurance without a conversation? Get covered in less than 10 minutes.

Relearn Money PodcastSign up to the mailing list and get the latest episodes when they come out!

Take A CourseLets take the time to learn about our money and how we can keep it.

IBC BookLearn about Infante Banking

Books and GuidesNeed more information? Get access to Client Shopping Guides and Books.

Free Discount Prescription CardSave up to $95* on your prescription medications. It's completely free to use and is accepted at every major pharmacy nationwide including Walgreens, CVS, Walmart, Costco and many more.

Free Discount Prescription CardSave up to $95* on your prescription medications. It's completely free to use and is accepted at every major pharmacy nationwide including Walgreens, CVS, Walmart, Costco and many more.

Free Discount Prescription CardSave up to $95* on your prescription medications. It's completely free to use and is accepted at every major pharmacy nationwide including Walgreens, CVS, Walmart, Costco and many more.

Free Discount Prescription CardSave up to $95* on prescription medications. Accepted at every major pharmacy nationwide including Walgreens, CVS, Walmart and more.

Free Discount Prescription CardSave up to $95* on prescription medications. Accepted at every major pharmacy nationwide including Walgreens, CVS, Walmart and more.

Free Discount Prescription CardSave up to $95* on prescription medications. Accepted at every major pharmacy nationwide including Walgreens, CVS, Walmart and more.

Conversations About RetirementLean how to never run out of money in retirement AND avoid stock market losses of your hard earned retirement savings.

Conversations About RetirementLean how to never run out of money in retirement AND avoid stock market losses of your hard earned retirement savings.

Conversations About RetirementLean how to never run out of money in retirement AND avoid stock market losses of your hard earned retirement savings.

Wills and TrustLets make sure you have what you need in place so your family can have what they need.

Wills and TrustLets make sure you have what you need in place so your family can have what they need.

Wills and TrustLets make sure you have what you need in place so your family can have what they need.

ACA Health Care CoverageWe provide seamless access to ACA Insurance services for individuals and families all across the country.

ACA Health Care CoverageWe provide seamless access to ACA Insurance services for individuals and families all across the country.

Health Care CoverageWe provide seamless access to Health Insurance services for individuals and families all across the country.

Affiliate ProgramYou can make some money too

Affiliate ProgramYou can make some money too

Affiliate ProgramYou can make some money too

Employee Wellness BenefitsLet's Talk About How You Can Provide Additional Health Benefits at No Extra Cost WITHOUT Making Changes to Your Current Health Plan.

Employee Wellness BenefitsLet's Talk About How You Can Provide Additional Health Benefits at No Extra Cost WITHOUT Making Changes to Your Current Health Plan.

Employee Wellness BenefitsLet's Talk About How You Can Provide Additional Health Benefits at No Extra Cost WITHOUT Making Changes to Your Current Health Plan.

Careers Explore how you can become a financial professional and help families.

Careers Explore how you can become a financial professional and help families.

Careers Explore how you can become a financial professional and help families.

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About

Charles P. Taylor is an independent retirement and insurance specialist. He works with clients to create strategies for tax free income, eliminating market volatility with their nest egg, and building wealth in his clients families and businesses.

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