MEET THE FOUNDER & CEO
Taylor McKinney
Licensed Insurance Agent | Medicare & Retirement Protection Specialist
Taylor specializes in Medicare and retirement income protection for individuals entering the crucial 50+ planning window.
Built on the conviction that people who need protection most often don't know they have gaps, Taylor brings patience and clarity to every conversation. The goal isn't just to sell a policy, but to ensure you understand exactly how it works when you need it.
Currently serving clients locally in Alabama through in-person consultations, and nationwide remotely across California, Michigan, and Ohio.
"I don't consider a conversation successful unless the person across from me truly understands what they're signing up for."
Licenses & Credentials
License Type
Life & Health
Service Model
In Person & Remote
Consultation Fee
Always Free
Licensed States
AL (Resident), CA, MI, OH
MY STORY
Why I do this work
It started with a family member's serious diagnosis and watching how quickly a health crisis changed everything.
Their insurance did what it was designed to do. The problem was that the rest of the retirement plan wasn't prepared for what came next.
The medical bills were manageable, but the loss of income, added expenses, and long-term financial impact created challenges nobody had planned for.
That's when I realized retirement planning isn't just about investments or insurance, it's about making sure all the pieces work together when life doesn't go according to plan.
CAREER TIMELINE
The Beginning
A family health crisis changes everything.
Licensed
Life & Health license obtained, AHIP certified, appointed with multiple carriers.
Hawthorne Legacy Group
Building a practice around complete plans, serving the 50–70 window.
Today
Serving clients in-person and nationwide remotely.
COMMUNITY INVOLVEMENT
Rooted in the community we serve
Senior Outreach
Local senior center events and community workshops.
Free Workshops
“Medicare 101” and “Protecting Your Retirement Income” sessions, no pitch.
Family First
Every plan built with the whole family in mind.
The principles behind every conversation
01
Education Before Everything
Clarity is the foundation of a strong retirement plan. We ensure you always know exactly how your coverage works, what it costs, and why it fits your life.
02
Relationship Over Transaction
Our work doesn't end when a policy is signed. We are here for the long haul: to answer questions, adjust plans, and be a steady resource as your needs evolve.
03
Complete Plans, Not Partial Ones
A good plan leaves no gaps. We look at the full picture of your health and income to ensure you are protected against the unexpected from every angle.
04
Honesty, Always
If your current coverage is already the best fit for you, we will tell you. Our recommendations are driven by what serves your interests, never ours.
READY TO TALK?
Let's find out if your retirement plan is truly complete.
Don't leave your future to chance. Get the clarity and confidence you deserve with a comprehensive review of your current coverage and income protection strategy.