• MEET OUR FOUNDER

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

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  • TAYLOR FINANCIAL GROUP

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

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  • EXPERIENCE THE DIFFERENCE

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

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  • WOMEN & INVESTING

    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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  • ACCOLADES

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

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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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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

Connect with Debbie

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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

Monthly Newsletter
May MPL 2017: 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 this Monthly Planning Letter will help you, your children, and your grandchildren learn more about the personal finance considerations of young investors and families.

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Blog
Do You Know What Your Life Expectancy ...

Published by Taylor Financial Group

According to Healthview, the average U.S. life expectancy is age 87 for men and age 89 for women. And life expectancy is likely to increase over time.  With the help of modern medicine, improved nutrition, available research, and health-conscious apps and technology, the trend of being healthy and increased longevity is among us.  The long-standing research conducted by the National Institute on Aging has provided valuable information and insight regarding the aging process, and how lifestyle choices affect life expectancy. Read more

Market Commentary
Weekly Market Commentary April 24, 2017

In the thick of earnings season, markets swayed with a flurry of mixed reports from banks and industrials. For the week, the S&P 500 climbed 0.9%. The MSCI All Country World Index (ACWI), which includes U.S. and international stock markets, rose 0.6%, and the Bloomberg U.S. Aggregate Bond Index was unchanged. After a recent rally, oil fell sharply, dropping 7% last week. Read more

2017 Q2 Market Outlook Video
Video
2017 2nd Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Wealth Advisor. Read more

News
3 Key Financial Events to Watch In 2017

Published By Brett Carson

Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to the Trump administration brings political and policy risks to the fore. 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
  • How to Set up a Trust

    Published by Beth Schanou, Director of Wealth and Estate Planning

    A trust can be a necessary tool for an estate plan. But, you may ask, what is a trust? Put very simply, a trust is created with a formal legal document to manage assets for beneficiaries. The trust is created by a person called the Settlor or Grantor, and a Trustee is appointed to follow the rules of the trust for management of the trust and its assets for the beneficiaries’ benefit. Read more

    Weekly Market Commentary
  • Weekly Market Commentary April 17, 2017

    Geopolitics, earnings and inflation news dominated the global investment environment this week. While earnings news was generally positive, higher geopolitical risk and inflation helped push U.S. markets lower. The S&P 500 fell 1.1% through Thursday and the Dow Jones Industrial Average dropped 1.0%. The NASDAQ slid 1.2%. Read more