Before we do anything with your money, we are first going to get to know you and discuss what’s most important to you.  We’re going to discuss your goals, hopes and dreams.  We want to understand what you want to achieve with your money. And we want to know what keeps you up at night?  Is it planning for a child’s college education?  Is it worrying about your retirement?  We want to know!

Once we establish your goals and your dreams, we can then create a plan.  We will consider your income, spending, and yes, your investments, to build that plan.  Our goal is to help you live your life to the fullest and give you financial confidence.

This may be the first time for you, but it is not the first time for us.  Our founder, Debra Taylor, is a CPA and non-practicing attorney.  So, whether you are getting married, considering a buyout, or contemplating some other life transition, we have counseled many clients in your situation. Looking to retire? That’s our specialty!  We manage your money and plan your retirement so that you can pay less in taxes. And, less taxes means more money (and fun) for you and your heirs!

We work with a wide variety of clients, including high net worth individuals and families, as well as small businesses.  We specialize in helping clients and their families by educating and empowering them to take control of their future.  This is our passion!  Over the years, we’ve guided hundreds of clients and their families through life’s major decisions.  We help clients in all stages of life, including divorce, loss of a loved one, starting (or selling) a business, and planning their legacy.  If it is important to you, it is important to us. We are prepared to help you with whatever life throws your way.

We know that managing your wealth and planning for your future can be complicated.  So, we’re focused on adding convenience and simplicity to your lives.  We will always make sure you are educated on how we manage your money, and we make ourselves available to answer any questions you have.  We walk the journey with you so that you can feel confident about your future.

Whether you’re investing hundreds of thousands or millions, Taylor Financial Group is focused on helping you understand your wealth, and working together to figure out which plan works for you.  If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.  We promise to be different than the others.