About Taylor Financial Group
Taylor Financial Group, LLC (TFG) is an independent wealth management firm located in Franklin Lakes, NJ that specializes in serving affluent women and their families, high net worth families, and small business owners. We have more than twenty years of experience in wealth management and use our diverse tax and legal background to provide unbiased, comprehensive, and unique financial solutions to all of our clients.
Our goal at TFG is to decrease our clients’ taxes as much as possible in retirement in order to build wealth during their lifetime (and for generations to come). We educate and empower our clients to take control of their future in a “SMART” way.
Our principal and founder, Debra Taylor, is a Certified Public Accountant (CPA) by training and has thus been able to uniquely prioritize retirement and tax planning in her practice over the last twenty years. We use this experience to build customized tax-efficient retirement plans that can help decrease tax bills in retirement and help our clients keep more money in their pockets.
Based on her tax training, Debbie is experienced in taxes and retirement planning. She has published many articles in this area for other financial professionals, she is often quoted in national publications, and she speaks frequently to industry groups on the “dos and don’ts” of retirement and tax planning.
Debra recently started hosting an AM/FM-Radio program on WGHT called “Wealth Matters”. Tune in to hear her speak about all the things that you need to consider in building your financial future. Nothing is off limits! There will be ample time for listener questions, in fact, we encourage it!
The show will air Mondays from 12-1:00PM EST on 1500AM in the local New York City/Northern New Jersey area.
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.
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.
We view your wealth as a tool to help you get the things you want out of life. Watch this short video to hear Debbie discuss how spending versus savings can impact your long-term goals, and how we can help you plan for the future.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.