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You deserve to understand what’s happening with your 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, your family and your future.

At Taylor Financial Group, we believe you should understand everything that is happening with your money, and that we should be just as good about explaining investments as we are at making them.  More important, you deserve someone who understands you (and your family) and who will take the time to care.  Life is too short to worry about whether your financial advisor cares about you and your family or whether she has your back.

Before we do anything with your money, we are first going to get to know you and discuss what’s most important to you.  We’re going to discuss your goals, hopes and dreams.  We want to understand what you want to achieve with your money. And we want to know what keeps you up at night?  Is it planning for a child’s college education?  Is it worrying about your retirement?  We want to know!

Once we establish your goals and your dreams, we can then create a plan.  We will consider your income, spending, and yes, your investments, to build that plan.  Our goal is to help you live your life to the fullest and give you financial confidence.

This may be the first time for you, but it is not the first time for us.  Whether you are considering retiring, getting a buyout, or some other life transition, we have counseled many clients in your situation.  We have probably helped many people just like you.

We work with a wide variety of clients, including high net worth individuals and families, as well as small businesses.  But we specialize in helping women and their families by educating them and empowering them to take control of their future.  This is our passion!  Over the years, we’ve guided hundreds of women and their families through life’s major decisions.  We help women in all stages of life, including divorce, loss of a loved one, starting (or selling) a business, and planning their legacy.  If it is important to you, it is important to us. And, we are prepared to help you with whatever your needs may be.

We know that managing your wealth and planning for your future can be complicated.  So, we’re focused on adding convenience and simplicity to your lives.  We will always make sure you are educated on how we manage your money, and we make ourselves available to answer any questions you have.  We walk the journey with you so that you can feel confident about your future.

Whether you’re investing hundreds of thousands or millions, Taylor Financial Group is focused on helping you understand your wealth, and working together to figure out which plan works for you.  If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.  We promise to be different than the others.

Discover the right investment strategy for you.

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

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?


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


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.
Learn more

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 Group Partners

Carson Group Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.

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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 financial advisor or financial professional nearest you.

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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

Money Tips to Teach Your Teen!

Published by Taylor Financial Group (for women)

It feels like just yesterday I was dropping my second oldest at her first day of preschool, and now she’s about to walk across the stage at her high school graduation next month! It’s caused me to reflect on all the life lessons I have tried to teach her, one of those lessons being about money. Unfortunately, no child is born with innate knowledge on the best ways to manage money. That’s why, as parents, it’s our job to teach our kids good money management techniques before we send them out into the real world. If our children aren’t taught to handle money responsibly at a young age, they won’t know how to maintain a budget or invest successfully once they have jobs, bills and, eventually, homes of their own.

Here are some money tips to teach your teenager!

Tell Them to Get a Job!  

Teenagers have plenty of free time even while they’re attending school – fall break, summer break, winter break, and spring break, just to name a few. There’s no better time to encourage them to make some money! In fact, teenagers should work for a multitude of reasons:

  1. It’s a great resume builder.
  2. It’s a constructive use of their free time. They can’t spend the whole day scrolling through Instagram!
  3. It helps build their work ethic and teaches them the importance of making their own money.

When my daughter Caroline comes home from college for summer vacation, she always helps out at the office. Part of it is that I just love having her around.  But, more than that, working at Taylor Financial Group will give her the opportunity to save money for her fall semester abroad in London (I can’t wait to visit!) and her future.  It’s also getting her used to an office environment and giving her work experience that will be invaluable to her when she graduates from college.

Check out our Millennial’s guide and share it with your teenager today, so they can get started on building their financial future. In this guide you will find information on what wealth is and isn’t,  the importance of the investment process, how to embrace philanthropy, and much more.

My three teens!

Emergency Savings is a Must

Teaching your teenager to build an emergency savings fund fosters an attitude of money responsibility. Unfortunately, life is not always in our control and emergencies can arise out of the blue. Whether it’s an unexpected flat tire or the need to take an unplanned trip to see a friend in need, with an emergency fund, your daughter won’t have to sweat the cost or panic about the unexpected expense. Building an emergency fund will teach her how important it is to save money and will also demonstrate how planning ahead is always worth it.

Download our Cash Flow Worksheet to help your teen begin budgeting her money. It’s good for teens and young adults to keep track of how much they’re spending on food, activities, their car (gas and insurance), and on other items like clothing and gym memberships. While we want our teenagers to have fun and enjoy being free (for the most part) of financial responsibility, it’s imperative for them to understand their cash flow.

Teach Them That What They Have is Enough

Even if you have the money for it, there’s no need to buy your child the latest cellphone or car. A gently used car will still get them from Point A to Point B, and the iPhone 6 will still make the same calls and texts that the iPhone 10 can. Teaching your children to be content with what they have is always a valuable lesson, no matter how much money you (or your teen) has in the bank.

If you need some help getting your teenager on the right financial track, don’t hesitate to give us a call. After all, when it comes to our children, we must lead by example.


Monthly Newsletter
May MPL: Young Investors

Published by Taylor Financial Group

Are your children or grandchildren starting to save for their future?  Do you want to help them along the way?  We hope that our May Monthly Planning Letter will help you, your children, and your grandchildren learn more about the personal finance considerations of young investors and families. Read more

Market Commentary
Weekly Market Commentary May 14, 2018

A benign inflation report and positive news out of North Korea provided a boost for global stock markets. For the week, the S&P 500 soared 2.4%. Global stocks rose, as the MSCI ACWI climbed 2.1%. The Bloomberg BarCap Aggregate Bond Index was unchanged for the third straight week.

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Divorce Planning

Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more

2018 2nd Quarter Market Outlook Video

Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor.

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Debra Taylor, CPA/PFS, JD Receives the ...

Franklin Lakes, NJ – January 11, 2018 – Women’s Choice Award® has announced that Debra Taylor, Wealth Manager and Founder of Taylor Financial Group has once again received the Women’s Choice Award for Financial Advisors. Read more

Blog post
Weekly Market Commentary
  • Weekly Market Commentary May 7, 2018

    Jittery investors and several key economic reports produced big market swings in both directions last week. The S&P 500 dipped 0.2%. The global MSCI ACWI dropped 0.5%, and the Bloomberg BarCap Aggregate Bond Index was unchanged for the second straight week.

    Read more