Victoria Taylor, CF2

About Victoria Taylor

About My Practice
Victoria Taylor is a retired federal employee and owner of Premier Financial Group, a financial services firm in Southwest Florida. She retired from the Federal Government (with the National Security Agency and the U.S. Postal Service) and has been providing her clients trusted counsel and valuable financial solutions since 1992.
With her extensive expertise in retirement planning for the federal employee, Victoria can construct plans that meet the specific needs and objectives of these clients. She brings her unparalleled and distinct perspective of unique circumstances facing federal employees and annuitants.
Victoria and her staff provide lifetime income-planning solutions, long-term care options, and specifically devised life insurance legacy plans that will insure "peace of mind" and "I can sleep at night" assurance to those who seek her services.
Victoria is an active member of her community and past President of her local NARFE Chapter (National Active and Retired Federal Employees).
Federal employees should consult with a retirement specialist while still employed to insure they make the best selections while planning for their retirement. We provide complimentary financial analysis to federal employees and offer valuable federal retirement workshops to help employees make smart choices about their retirement benefits.
Offering Advice Since 1992
Areas of Specialty
·       CSRS & FERS Annuity Review
• CSRS & FERS Survivors Benefit Annuities and Options
• Disability and Long Term Care options
• FEHB for Federal Employees and Retirees
• FEGLI -- Options, Cost & Supplements
• Lifetime Income Benefit Strategies
• Personal Federal Employee Benefits Evaluations
• Retirement Options & Eligibility
• TSP:  Rollovers and In-Service Withdrawals
Licenses, Certifications and Affiliations
Insurance Licenses: Life including variable annuity and health
Security Licenses: Series 65
Designations:  Certified Financial Fiduciary, RFC, CSA, ChFEBC
Charges to Clients for Services
No fees to Federal Employees
Fee (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies
My Association with the Office or Firm:  Owner