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Our Firm

Taylor Retirement Services' mission is to protect and shield your assets to not just get you to retirement, but through retirement. As an independent financial advisory firm, we go above and beyond to provide sound financial solutions and guide our clients through the financial complexities of retirement. Our primary areas of focus are income strategies, tax reduction on investments strategies, safe growth strategies, high interest strategies and asset protection from long term care strategies.

Matthew Taylor

President & CFP
Matt@taylorretirementservices.com

Matthew's mission is to help his clients develop an adequate income and, at the same time, protect them from the constant ups and downs of the stock market and interest rates.

Matthew has been helping retirees accomplish their financial goals since 1993. Matthew is a Certified Financial Planner, Certified Financial Educator, Certified Ethical Advisor, and he holds degrees from the College for Financial Planning in Denver, Colorado and the University of Miami in Coral Gables, Florida. Matthew, his wife Marjorie, and their 3 daughters are lifelong residents of Central Pennsylvania.


 

Shawn Mullarkey

Financial Advisor
Shawn@taylorretirementservices.com

Shawn began his career in the financial services industry after college as an intern for Taylor Retirement Services in 2004. In 2006 he became Matthew’s executive assistant and has become a fully licensed financial advisor since then. He holds his Series 7 and 66 Securities licenses as well as the Life, Annuity and Health Insurance license in the state of Pennsylvania. Shawn meets with our existing clients and assists them with ongoing management of their accounts as well any service needs they may have. Shawn enjoys spending time with his wife and son, as well as fishing with his father.


 

Kelly Leister

Office Manager and Marketing Coordinator
Kelly@taylorretirementservices.com

Kelly has been in the financial services and insurance industry for more than 14 years. Kelly keeps the office running efficiently, as well as assists with client service needs. She also plans our many client events throughout the year. She has been with out firm for over nine years. She is a Perry County native, along with her husband, daughter, and their corgi's named Kenleigh and Hudson. Kelly enjoys family trips to the beach, has interest in interior decorating and design, and shopping with her daughter.

 


 

Wayne Johnson

Administrative Assistant
Wayne@taylorretirementservices.com

Wayne has been a part of the Taylor Retirement Services family for more than 9 years. While we shared him with the United States Navy, Wayne was often working in our firm in between deployments. He has retired from the Navy after 26 years of service. Wayne offers support for Matthew and Shawn in processing paperwork and assisting with client service needs. In his spare time, he enjoys hunting, camping and wood carving.

 

 


 

Pam Ashley

Director of First Impressions
Pam@taylorretirementservices.com

Pam is the newest member of Taylor Retirement Services. She comes to us with 30 years of experience in the legal profession. Pam is the first smiling face at our office to greet you. You may often talk to her on the phone as well. She has two adult children and one grandson. She enjoys time with friends and family by doing things such as dining out, trivia nights, and time at the beach.

 

 


To schedule a time to discuss your financial future, contact us at info@taylorretirementservices.com or call us at (717) 232-5808 today!

To see the Retirement Income Seminar schedule, CLICK HERE.

By contacting us, you may be offered information regarding the purchase of insurance and investment products.

Complimentary Report
"The Social Security Decisions”
Start planning your strategy for claiming Social Security benefits with this short checklist
Who We Are / Our Focus
Meet Matt Taylor

Matt helps create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

» Learn More About Matt
On the Air

Tune in every Sunday 12 Noon on WHP 580AM to hear Matt Taylor on the Financial Symphony radio show!

» Listen to Past Shows
Upcoming Events

View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.

» Calendar of Events
Investment Advisory Services offered through Brookstone Capital Management LLC (BCM), an SEC Registered Investment Advisor. 745 S. Naperville Road, Ste 200, Wheaton, IL 60189. Tel: 630-653-1400. BCM and Taylor Retirement Services are independent of each other.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.