Many women leave their financial advisor’s office confused about what’s happening with their money.
We are women serving women, so we try to do things differently at Taylor Financial Group. We want you to fully understand what’s happening with your money at every stage of your financial journey. And, we want to understand your needs and dreams so that we can build a plan that helps you pursue your goals.
Our promise to you:
We Want to Make Your Life Easier
Our goal is to add convenience to your life and many of our services are designed to do just that. Whether providing investment management, end-to-end financial planning services or working in tandem with your other professionals, we are on your team to offer simplicity and clarity.
Your Dreams Are Important to US
We want to understand your life so that your financial plan can be designed with your unique needs and personal goals in mind. We continually evaluate your plan to make sure you are still on track to pursue your goals because we want to provide you with financial confidence.
We Speak Your Language
We are a woman-owned firm that is dedicated to serving women like yourself. As a result, we work with you to create a WealthMatch plan that makes sense for you and your family. Once the plan is in place, we will provide you with a clear understanding of what we are doing with your money and what you can expect. We want you to know what’s happening every step of the way.
You should know what you’re paying. We explain our fee structure and the services we offer so that you have confidence that you’re receiving the value you deserve. And, we are always prepared to answer all of your questions.
Women Serving Women
Our principal and founder is a CPA and a non-practicing attorney. In addition, we have a team that is extremely knowledgeable and cares about you. We have received many awards and accolades throughout the years for our dedication to our clients, including the Women’s Choice Award* for our passion for educating and empowering women. We serve as your guide for life’s big decisions because we want to help you live life to the fullest.
*Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations. *The Women’s Choice Award Financial Advisor Program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a fee to participate in the Women’s Choice Award Financial Advisor Marketing Program. WomenCertified Inc., home to the Women’s Choice Award, awards businesses, brands and services based on high recommendation ratings by female consumers. The Women’s Choice Award represents the collective voice of women so they can help each other identify businesses that deserve their loyalty and referrals. To learn more, visit www.womenschoiceaward.com.