Marcus Taylor, MBA – Financial Advisor & Insurance Planner

Marcus Taylor, MBA, is a Financial Advisor and Insurance Planner with Milestone Financial Group in Red Oak, Iowa, with more than eight years of experience helping individuals, families, and businesses with financial planning, investment management, insurance strategies, and employer-sponsored retirement plans. He primarily serves clients throughout Iowa and Nebraska and is also available to work with clients virtually.

Marcus primarily works with individuals and families who want to understand what’s happening with their money and participate in the planning process, but don’t necessarily have the time, desire, or expertise to research and manage every detail themselves. He frequently works with clients approaching retirement who are looking for greater confidence in understanding what they’ve accumulated, how the pieces fit together, and whether they’re prepared for retirement or not.

Marcus believes informed clients make more confident financial decisions. Rather than simply presenting recommendations, he emphasizes helping clients understand their options, the reasoning behind his recommendations, and how those recommendations relate to their goals. His objective is for clients to understand not only what he is recommending, but why he believes it is in their best interest.

Marcus also works with businesses on employer-sponsored retirement plans, helping establish new plans, transition existing plans, evaluate plan options, and provide ongoing support and education for business owners and their employees. His experience includes 401(k), SIMPLE IRA, SEP IRA, 403(b), and profit-sharing plans.

Marcus earned both his Bachelor of Science in Business Administration and Master of Business Administration from the University of Nebraska at Omaha, graduating magna cum laude with his bachelor’s degree and completing his MBA with a concentration in Investment Science. He holds the Series 7 and Series 66 licenses and is licensed in Iowa for life, health, accident, annuity, and long-term care insurance.

Marcus is an active member of the Villisca Community Betterment Association. He has also served in the Iowa Army National Guard for more than 14 years and is a combat veteran, currently serving at the rank of Sergeant First Class as a maintenance supervisor.

A Villisca native, Marcus lives in his hometown with his wife, Shelby, and their two children. Outside the office, he enjoys hands-on projects and spends much of his free time working on home-improvement and automotive projects.

Ready to talk? Schedule a complimentary introductory call with Marcus to walk through your retirement plan, your insurance coverage, or your company’s retirement plan. Call 712-623-5726, email marcus@milestonefinancialgroup.com, or schedule a time directly.