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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)?

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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.
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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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

Blog
Strength in Technology Sector Could Drive Broader ...

Published by Taylor Financial Group

We recently talked about the anticipated strong earnings season, which kicked off about two weeks ago.  It’s now in high gear, with more than a fifth of S&P 500 companies already reporting Q1 2018 earnings and revenue, and more company results on the way. Read more

Market Commentary
Weekly Market Commentary April 23, 2018

Stocks moved higher last week as gains in the energy, industrial, and financial sectors overcame weakness in tobacco and technology stocks. The S&P 500 rose 0.5%, and the global MSCI ACWI climbed 0.4%. The Bloomberg BarCap Aggregate Bond Index dropped 0.6% on inflation and interest rate concerns.

Read more

Video
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.

Read more

Infographic
Social Security In Our Time

The Social Security program began in 1940.  But there have been several important adjustments to the program in the past 80 years, including changes in the retirement age and increases in benefits to keep up with inflation.  So, what does Social Security look like in our time? Read more

Monthly Newsletter
April Monthly Newsletter: Tax Planning with Qualified ...

The Tax Cuts and Jobs Act passed on December 22, 2017 was the biggest rewrite of the tax code since 1986 and made sweeping changes to the individual and corporate tax system. While most taxpayers will benefit from the reduced tax rates and increased standard deductions, others may find they can no longer take advantage of certain itemized deductions on their 2018 tax return.

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News
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
  • Health Conscious, Money Conscious

    Published by Taylor Financial Group (for women)

    I have always believed that working out and eating healthy is a form of self-respect. However, sometimes being healthy doesn’t come easy and it can often be costly. Read more

Weekly Market Commentary
  • Weekly Market Commentary April 16, 2018

    Markets ended positive for the week as energy and technology shares rallied and trade war tensions eased on all sides. These developments paired with earnings reports showing continued strength across all sectors drove stock markets higher. The S&P 500 rose 2.0% last week. The global MSCI ACWI climbed 1.6%. The Bloomberg BarCap Aggregate Bond Index dipped 0.2% as inflation risk and the odds of additional rate hikes increased.

    Read more