• MONEY DOESN’T HAVE TO BE COMPLICATED.

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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.

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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 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 September 18, 2017

Relief over hurricane Irma and renewed confidence in the economy pushed some stock indexes to new highs during the week. The S&P 500 soared 1.6% and the MSCI ACWI increased 1.2%. Both indexes hit new highs.The Bloomberg BarCap U.S. Aggregate Bond Index declined 0.5% on increasing risk that the central bank will raise rates one more time this year.

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News
DEBRA TAYLOR PRESENTS AS THE KEYNOTE SPEAKER ...

Franklin Lakes, NJ — September 12, 2017 — Debra Taylor of Taylor Financial Group recently attended the ONESCO Institute 2017 Conference from September 7th through 9th, where she was the keynote speaker.  The ONESCO Institute is an annual conference for industry professionals from around the country, who join together to hear from industry experts and participate in workshops to help them create the best possible client experience.  Read more

Blog
Apple-Inspired Lessons for Success

Published by Taylor Financial Group

“The people who are crazy enough to think they can change the world are the ones who do.” –Apple’s “Think Different” Commercial, 1997

With the much-anticipated release of the new iPhone X right around the corner, we are reminded of the many lessons that Apple, a technology powerhouse, has taught us about business practices and innovation.  And Steve Jobs was the brains of it all.  Even though Jobs is no longer with us, Apple continues to apply the same principles and imagination upon which Jobs cofounded the company way back in 1976.  Think about it… Jobs had such intense imagination and vision that he was able to create Apple, the company and brand we know so well today, out of an idea that started in his parents’ garage!  We can all learn a lot from Jobs, but there are three lessons in particular that we believe can be useful to anyone – in business and in life. Read more

Monthly Newsletter
September Monthly Newsletter – Conflict Avoidance in Estate ...

An often overlooked aspect of estate planning is documenting how to distribute tangible personal property after death. Relatively speaking, it is much easier to divide financial assets among your beneficiaries. Read more

Video
Goals

Financial planning is about more than just managing money.  It’s about setting goals for your future and taking steps to achieve those goals.  We can help set you on the right path and ensure you stay the course. Read more

Blog post
Weekly Market Commentary
  • Weekly Market Commentary September 11, 2017

    Markets couldn’t overcome concerns over North Korea’s test of a hydrogen bomb and the risks of Irma last week. While stocks rose on the news of a temporary debt-ceiling deal, for the week, the S&P 500 still slid 0.6%. Read more