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.
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 2011/2012/2013/2014 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
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy
Understanding the Alternate Valuation Date
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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Investment tools and strategies that can enable you to pursue your retirement goals.
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