About Taylor Financial Group
Taylor Financial Group, LLC (TFG) is an independent wealth management firm located in Franklin Lakes, NJ. We have more than twenty years of experience in wealth management and use our diverse tax and legal background to provide unbiased, comprehensive, and unique financial solutions to all of our clients.
TFG works not only with high net worth individuals, small businesses, and independent women, but also University Endowments, Charitable Foundations, and Financial Institutions. 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 exceed our clients' expectations every day.
Four Year Winner
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. For more information about Five Star Professional, please visit www.fivestarprofessional.com
The Women's Choice Award® by WomenCertified Inc. is the premier recognition award for advisors who provide quality service to their female clients. The Award is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history. Financial advisors may have paid a basic program fee to cover the cost of comprehensive review and client survey. For more information about the Women’s Choice Award for Financial Advisors, please visit www.wife.org
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The uncertainties we face in retirement can erode our sense of confidence.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you may need to save for retirement.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Understanding the cycle of investing may help you avoid easy pitfalls.
A bucket plan can help you be better prepared for a comfortable retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Why are 401(k) plans, annuities, and IRAs so popular?