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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.

Five Star Professional - Wealth Manager

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

Five Star Professional - Wealth Manager

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

 

Helpful Content

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Events on Wall Street

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Safeguard Your Digital Estate

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How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

 

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Critical Estate Documents

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Required Reading: The Economic Report of the President

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The Business Cycle

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Estimating Your Estate Taxes

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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Have you explored all of your choices when it comes to managing your taxable income?

Should You Invest in Exchange Traded Funds?

There are nearly 1,200 ETFs available. Should you invest in them?

The Other Sure Thing

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.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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