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Women & Investing
Statistics show that 90% of women are or will be solely responsible for their finances at some point in their lives.* Unfortunately, women often do not know where to turn for trusted advice, nor do they know the right questions to ask. In a male dominated industry, Taylor Financial Group is a woman-owned firm ready to educate and empower women to take control of their future.
We advise affluent women who are seeking financial guidance and advice. We also advise women who are experiencing one of life’s many transitions. Whether it be a sudden inheritance, liquidity event, divorce, or the death of a loved one, we help women understand their wealth and navigate their future.
In January 2017, we launched a workshop series called “Women & Investing Network (WIN).” The workshops are attended exclusively by women and are currently being held on Saturdays at local libraries throughout New Jersey, with encore presentations on weeknights (open to all). Visit our Events page for a complete list of workshops.
No matter what stage of life a woman is in, we are very aware that what one woman wants can be very different from what another wants, and we approach each relationship with that understanding. Let us help you!
*Source: Prudential, Women & Money Study, 2014-2015; Investment News, Women and Retirement Planning