Services We Offer

At Taylor Financial Group, we pride ourselves on solving our clients’ challenges by providing customized financial planning services.   No two individuals or families are alike, and neither is their financial plan.  We take the time to learn about your needs and goals, and then create a customized road map to help get you there.  How do we do that?  We consider your various resources, along with your needs (and dreams), and pull it all together in a way that makes sense to you.

We are primarily fee-based, and we strongly believe in transparency when it comes to our fees.  We know that clients are likely to be more satisfied when they understand the fees that they are paying.  That’s why we have upfront and proactive conversations with prospective and current clients to discuss any and all fees that are charged to their portfolios.

What do we help you with?

 

We construct portfolios that are in line with your specific goals, timeline, and risk tolerance.  We regularly monitor your portfolio’s performance and allocation, and we conduct meetings to discuss withdrawal strategies, changes within your portfolio’s allocation and time horizon.  As needed, over time, we make any necessary changes to keep you aligned with your goals.

 

We design a customized financial plan using our personalized wealth management system, WealthMatch™, which our clients are able to access conveniently, remaining informed regarding their financial plan and portfolio performance. WealthMatch™ also offers a customizable client dashboard, where you can set goals and priorities, and communicate with us as needed.  We regularly monitor your WealthMatch™ plan to ensure you are on track and in line with your goals.

 

We review your income and help set goals that align your income with your needs.  We also review your expenses and can help create a budget.  Moreover, we provide advice on creating an Emergency Fund and offer information on dollar cost averaging, mortgage review and lines of credit.

 

 

We help our clients understand gifting strategies and how to best care for their loved ones.  We provide advice on college planning, Roth IRAs for children, UGMA/UTMAs, and the establishment of Trusts.  We also discuss how best to handle financial affairs and caregiving arrangements for your elderly loves ones.

 

 

We assist our clients with their Estate Plans and work to ensure that their wishes are carved out.  We review documents and consider estate tax goals, legacy wishes, guardianship and beneficiary designations, and charitable planning.

 

 

Retirement planning has been made easier and more effective with WealthMatch™, which allows us to help create and then monitor our clients’ retirement goals.  We offer a full Social Security analysis and cash flow analysis, and provide advice on income, expenses, budgeting, and planning for the short and long term.  We educate you on IRA contributions and Roth Conversions and offer advice regarding the best retirement options.  We also ensure that Annuities, Pension Plans, and Employer-Sponsored Plans are all on track.  Lastly, we review and discuss RMDs, withdrawal strategies, Self-Employed Retirement Plans, and “bucket list” items, all with the idea of better preparing you for a brighter future.

 

We review existing insurance policies, providing a detailed analysis of life insurance needs and disability, while considering health insurance plans, homeowner’s insurance, and liability coverage.  We discuss the importance of long-term care planning and help implement these types of insurance plans.  We also include an analysis of health savings accounts (HSAs) and provide Medicare advice.

 

Our extensive tax background allows us to offer advice regarding tax sensitive investing, review of cost-basis, carry forward losses, stock option exercise, and tax loss harvesting.  In addition, we advise on potential Roth conversions, HSAs and FSAs, as well as pension buy outs.

 

 

We know that our clients are busy people.  So, we coordinate with their other professionals (such as attorneys and accountants), and we maintain important documents (such as tax returns and estate documents) in clients’ WealthMatch™ electronic vaults.

In addition, we regularly hold financial empowerment workshops on various financial planning topics to help educate you on the importance of financial well-being.  Information regarding our workshop schedule can be found by clicking here.

Contact our office for a personalized review of your investments and financial plan.  You won’t regret it!

Click here to view our Financial Future Planning Chart