• MONEY DOESN’T HAVE TO BE COMPLICATED.

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People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.

At Taylor Financial Group, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Taylor Financial Group we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

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How to get started.


1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

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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

WealthMatch

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

About Taylor Financial Group

Taylor Financial Group, LLC (TFG) is an independent wealth management firm located in Franklin Lakes, NJ (Bergen County), founded by Debra Taylor, that specializes in and can act in a fiduciary capacity to high net worth families, independent women and small business owners. We have more than twenty years of experience in financial advising and 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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Insights

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

Market Commentary
Weekly Market Commentary June 26, 2017

The S&P 500 Index broke out to all-time highs on Monday, only to be dragged down by the fall in oil prices. Monday’s gains were large enough to overcome the rest of the week and major markets finished higher. The S&P 500, the MSCI All Country World Index, and the Bloomberg BarCap U.S. Bond Index all managed to rise 0.2%. Investors, concerned about the Federal Reserve raising rates too quickly, continue to push long-term bond rates lower.

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Blog
Three Reasons to Consider Active Management

Published by Brett Carson

Trends are pervasive in our culture, and the investment world is no different. The latest is the move towards passive investing using low-cost ETFs. Essentially, the argument is that nobody can consistently beat the overall market, so you’re better off owning a cheap index fund with the aim of just keeping pace with it. Read more

News
DEBRA TAYLOR ATTENDS PEAK EXCELL CONFERENCE AND ...

Franklin Lakes, NJ — June 7, 2017 — Debra Taylor of Taylor Financial Group recently attended the Peak Excell Conference Spring 2017 and the annual Carson Institutional Alliance (CIA) Partner Summit, both of which were held simultaneously in Las Vegas, Nevada from May May 30th through June 2nd.  Industry professionals from around the country gathered to hear from various investment managers, industry leaders and motivational speakers about striving to create the best possible client experience and how to help create wealth for their clients.  Read more

Video
How to be a Caregiver

Taking care of one’s aging parents can be emotional and expensive. This video provides a checklist on what to do. Read more

Monthly Newsletter
June Monthly Newsletter – “Supercharged” Charitable Giving with ...

Many people are charitably inclined and take advantage of charitable giving during their life. Most people know that as a general rule you can deduct up to 50% of your Adjusted Gross Income annually for charitable gifts to qualified organizations[1] – quite a significant tax advantage you can use to reduce your annual income for tax planning purposes. Read more

Infographic
Long-Term Care

Do you know someone who has recently been dignosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This infographic shares 10 ways you can help your loved ones financially prepare for the impact of dementia. Read more

Whitepaper
Long-Term Care

Our goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for the physical, financial and emotional impact of Alzheimer’s or dementia.

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Blog post
  • Social Security Planning for Women

    Published by Taylor Financial Group

    Everyone’s retirement plan should consider planning for Social Security.  The goal is to maximize benefits, which means knowing what you have accumulated and considering all the options.  The decisions you make regarding Social Security can mean hundreds of thousands of dollars of additional retirement income – for men and women alike.  However, a recent Wall Street Journal article highlighted why Social Security for women, in particular, is even more critical.  The need for Social Security planning is greater for women for two reasons: women typically have less “working” years and women tend to live longer.   Read more

Weekly Market Commentary
  • Weekly Market Commentary June 19, 2017

    Global markets stayed steady during a week where the Federal Reserve behaved as expected and Amazon.com surprised markets with acquisition news. The S&P 500 inched up 0.1%. The MSCI All Country World Index slid 0.5% and the Bloomberg BarCap U.S. Aggregate Bond Index edged 0.2% higher.

    Read more