Learn how Debbie is committed to helping align clients’ wealth with their dreams.

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    Guiding clients on their journey towards well-being and a prosperous life.

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    At Taylor Financial Group, from the moment you walk in the door, you are treated like family.

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    We are committed to advising independent, affluent women with life transitions and helping them understand their wealth and navigate their future.

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    Learn about the many accolades and awards Taylor Financial Group has been honored with throughout the years.

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Discover the right investment strategy for you.

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About Taylor Financial Group

Taylor Financial Group, LLC (TFG) is an independent wealth management firm located in Franklin Lakes, NJ that specializes in and serves as a fiduciary to high net worth families, independent women and small business owners. We have more than twenty years of experience in wealth management and use our diverse tax and legal background to provide unbiased, comprehensive, and custom financial solutions to all of our clients with the help of WealthMatch, our personal financial management experience.

We love what we do and are deeply committed to every single client. Because we serve less than 100 families, every client has a personal relationship with our team and they are all special to us.

Mission Statement: To guide our clients on their journey towards well-being and a prosperous life.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Institutional Alliance

Carson Institutional Alliance partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Locations

Located in Franklin Lakes, NJ, Taylor Financial Group, LLC is committed to helping our clients take charge of their financial future. Contact us today to speak with a wealth advisor or financial professional nearest you.

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services


Because we know how difficult it is to navigate through the challenges that come with managing your wealth, we have customized our WealthMatch process to help align your wealth with your dreams. Learn more

High Net Worth Families

Most financial advisors provide wealth management and financial planning to a wide range of clients, but only a handful of advisors exclusively serve high net worth individuals and families.
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Financial Planning

Our team of experts will design a plan to evaluate your current financial situation and direct you toward true financial freedom. Learn more

Women & Investing

We are committed to advising independent, affluent women with life transitions and helping them understand their wealth and navigate their future. Learn More

Portfolio Management

Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals. Learn More

Connect with Debbie

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Taylor Financial Group’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

6 Ways to Prepare for Retirement

Debbie was quoted in this article entitled “6 Ways to Prepare for Retirement” by Guideposts.com. Read more

Market Commentary
Weekly Market Commentary October 24, 2016

Investors enjoyed some positive momentum last week after suffering losses the week prior. All broad global benchmarks ended the week up at varying degrees. Internationally, Japan’s Nikkei 225 Average was the clear outperformer, closing up 2.45% for the week, while European equities, as measured by the MSCI Europe Index, were up just 0.08%. Read more

Women: Prepare for Your Future

Women comprise over 57% of the work force, but still need to organize and prepare for their future.

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WARNING: Earnings Season is Here! & An ...

WARNING: Earnings Season is Here!  We are entering the first peak week of earnings season, with about 20% of the S&P 500 reporting third quarter 2016 earnings this week.  We expect this week’s results and guidance to go a long way toward determining the stock market’s near term direction.  In the meantime, expect some volatility (and a few surprises), but stay focused on the long term.  Call us with any questions.
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Monthly Newsletter
October 2016: Credit Month

When was the last time you reviewed your credit report?  We have provided you with actionable steps to help you monitor and even improve your current credit score.

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Estate Planning

Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you have an estate.

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Estate Planning Infographic
Estate Planning

Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Read more

    Blog post
  • What Does a Millionaire Look Like?

    A couple of weeks ago, we talked about how the rich are getting richer in America and how the millionaire population continues to grow.  This week, we want to drill down on the characteristics of the “millionaire next door.”  Because, the fact is, millionaires are more common than you might think. Read more

    Weekly Market Commentary
  • Weekly Market Commentary October 17, 2016

    Markets across the world retreated last week, giving up some of their year-to-date gains. Domestically, all three of the major indices closed last week in the red with the NASDAQ Composite the clear underperformer at -1.46% for the week. Read more