Effective Game Plan


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We Proudly Serve the Following Areas

We proudly serve these areas: Franklin Lakes, Mahwah, Oakland, Ramsey, Wyckoff, Ridgewood, Glen Rock, Saddle River, Upper Saddle River, Woodcliff Lake, Old Tappan, Allendale, Montvale, Wayne and Paramus, Bergen County, Morris County, Essex County, Passaic County, Rockland County, Orange County, New Jersey, New York, and all across the United States.

Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

WealthMatch

Because we know how difficult it is to navigate through the challenges that come with managing your wealth, we have customized our WealthMatch process to help align your wealth with your dreams. Learn more

High Net Worth Families

Most financial advisors provide wealth management and financial planning to a wide range of clients, but only a handful of advisors exclusively serve high net worth individuals and families.
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Financial Planning

Our team of experts will design a plan to evaluate your current financial situation and direct you toward true financial freedom. Learn more 

Tax SMART (Saving More After Retirement Taxes) Investing:

Our approach to saving more after retirement taxes and giving you the flexibility to decide your own path to retirement.  Learn More

Women & Investing

We are committed to advising independent, affluent women with life transitions and helping them understand their wealth and navigate their future. Learn More

Portfolio Management

Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals. Learn more 

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

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annually over the long-term (10+ years)?

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How to get started.

1. Schedule an appointment

2. Meet with us for a custom listening session

3. Get your personalized strategy

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You deserve to understand what’s happening with your money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, your family and your future.

At Taylor Financial Group, we believe you should understand everything that is happening with your money, and that we should be just as good about explaining investments as we are at making them.  More important, you deserve someone who understands you (and your family) and who will take the time to care.  Life is too short to worry about whether your financial advisor cares about you and your family or whether she has your back.

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.

About Taylor Financial Group

Taylor Financial Group, LLC (TFG) is an independent wealth management firm located in Franklin Lakes, NJ (Bergen County), founded by Debra Taylor, that specializes in and can act in a fiduciary capacity to high net worth families, independent women and small business owners. We have more than twenty years of experience in financial advising and wealth management and use our diverse tax and legal background to provide unbiased, comprehensive, and custom financial solutions to all of our clients with the help of WealthMatch, our personal financial management experience.

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 guide our clients on their journey towards well-being and a prosperous life.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Group Partners

Carson Group Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.

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Our Location

Located in Franklin Lakes, NJ, Taylor Financial Group, LLC is committed to helping our clients take charge of their financial future. Contact us today to speak with a financial advisor or financial professional nearest you.

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Download one of our free guides.

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Insights

Taylor Financial Group’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

secure act
Blog
The Week Ahead – February 24, 2020: Lesser Known Provisions ...

The SECURE Act passed into law in late 2019 and changed several aspects of retirement investing. These modifications included modifying the ability to stretch an Individual Retirement Account (IRA) and changing the age when IRA holders must start taking requirement minimum distributions to 72-years-old.1,2

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economic growth
Market Commentary
Weekly Market Commentary – February 24, 2020

The coronavirus continues to challenge health care officials and curtail economic activity. The virus seems to be spreading more slowly within China, and there are reports workers are slowly returning to their jobs or working remotely. Cases in South Korea and Italy shot higher, while Iran reported a high percentage of fatalities relative to a limited number of cases.

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WCA_Financial_Advisor_Hor_2013-2020
News
Taylor Financial Group, LLC and Debra Taylor, ...

WomenCertified Inc., home of the Women’s Choice Award identifies Financial Advisors and Firms based on rigorous research focused on 17 points of objective criteria, in addition to references of validation from the advisor’s peers and/or superiors. As such, it is an honor to announce that Debra Taylor, CPA/PFS, JD, CDFA, and Taylor Financial Group, LLC has earned the Women’s Choice Award, demonstrating a strong commitment to providing exemplary services for female clientele.

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QMO
Video
Quarterly Market Outlook: Q1 2020

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

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Alzheimer’s, elder care, financial planning
Monthly Newsletter
Financial Caregiving for Those With Alzheimer’s ...

On an otherwise normal Thursday afternoon, a reporter had lunch with a resident from a memory care facility. Apparently, he asked for details on some kind of story and the confused patient was happy to comply and enjoyed the meal out. Then the police showed up.

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Infographic
10 Tax Planning Tips Your CPA Might Have ...

There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic

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Blog post
  • Medicare Open Enrollment & Appealing a Medicare Surcharge

    Medicare Open Enrollment – January 1st – March 31st If you turned 65 in 2019 (or are going to be 65 in 2020) you are probably thinking about enrolling in Medicare (if you haven’t already). If you haven’t started Social Security yet, now’s the time to apply for Medicare. Medicare has an open enrollment period each year from January 1 to March 31. If you apply for Medicare during this time, your benefits take effect July 1. Appealing An IRMAA Surcharge Of the four major programs, Medicare Part B includes IRMAA surcharges. When you enroll in Medicare Part B, the premiums you pay …Read more

Weekly Market Commentary
  • Weekly Market Commentary – February 18, 2020

    The coronavirus, dubbed COVID-19, continues to threaten lives, communities, and the global economy. The number of cases keeps climbing, although the Chinese revised the definition of who has been diagnosed with the virus. There were signs the spread of the virus is slowing, but the revised definition makes it more difficult to analyze, and health and economic risks remain.Read more