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. Whether you are considering retiring, getting a buyout, or some other life transition, we have counseled many clients in your situation. We have probably helped many people just like you.
We work with a wide variety of clients, including high net worth individuals and families, as well as small businesses. But we specialize in helping women and their families by educating them and empowering them to take control of their future. This is our passion! Over the years, we’ve guided hundreds of women and their families through life’s major decisions. We help women 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. And, we are prepared to help you with whatever your needs may be.
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.
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Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
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
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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Our team of experts will design a plan to evaluate your current financial situation and direct you toward true financial freedom. Learn more
We are committed to advising independent, affluent women with life transitions and helping them understand their wealth and navigate their future. Learn More
Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals. Learn More
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.
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.
Carson Group Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.
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.
Taylor Financial Group’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
On October 29th we held our annual Client Advisory Board and once again it was a great success! Our clients provided us with insightful feedback which we are excited to share with you (and which we intend to implement). Read more
The market is starting to grate on some investors. The S&P 500 dropped 4.6% last week on concerns the reported trade truce wasn’t as substantial as hoped and that global economic growth continued to slow. Global stocks participated in the decline as the MSCI ACWI lost 3.5% last week. Read more
Pop quiz: Can you name more than three gifts you got for the holidays last year? A sweater, an Apple watch, a popcorn tin … and, ummmm? Most of us would be hard-pressed to answer this question, even by late January.
What we remember, of course, are the moments with family and friends – the relationships that are renewed in the holiday time of slowing down. Material gifts are fine for the moment, but they are usually forgotten even before they have the chance to break and wear out. Read more
Dallas, TX (November 5, 2018) – Debra Taylor, CPA/PFS, JD, Wealth Manager, Certified Divorce Financial Analyst, Principal and Founder of Taylor Financial Group in Franklin Lakes, New Jersey, educated her peers in a 3-day tax and practice management workshop in Dallas, Texas.
Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor.
Dear Humans,
Tax season is coming! Tax season is coming! I mean, not for me, because I am a cat (and cats don’t pay taxes), but for humans. In fact, one of the best parts about being a cat is that we are virtually undetectable, masters of stealth, and the greatest super-spies the world has ever known (take that James Bond!).
Last week provided investors clarity on their two biggest concerns: interest rates and trade. Federal Reserve communication indicated rate increases will likely slow in 2019, and over the weekend, the U.S. and China announced an agreement to delay an increase in tariffs from 10% to 25% on a wide range of U.S. goods. In exchange, the Chinese will buy more U.S. goods, and both sides will seek an agreement in the next quarter. Read more
