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
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
How Income Taxes Work
A quick look at how federal income taxes work.
Knowing the rules may help you decide when to start benefits.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Understanding the economy's cycles can help put current business conditions in better perspective.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The decision whether to buy or rent a home may have long-term implications.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Have you explored all of your choices when it comes to managing your taxable income?
There are nearly 1,200 ETFs available. Should you invest in them?
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
$1 million in a diversified portfolio could help finance part of your retirement.