We help clients act SMART (Save More After Retirement Taxes)

Our principal and founder, Debra Taylor, is a Certified Public Accountant (CPA) by training and has prioritized retirement and tax planning in her practice for the last twenty years. She has even spoken many times to industry peers and women’s groups on the do’s and don’ts of retirement and tax planning. We use this expertise to build customized tax-efficient retirement plans that can decrease tax bills in retirement for our clients, and build wealth. These tax strategies and tax savings plans enable our clients to act SMART (Save More After Retirement Taxes)!

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 help clients act SMART (Save More After Retirement Taxes)

Our principal and founder, Debra Taylor, is a Certified Public Accountant (CPA) by training and has prioritized retirement and tax planning in her practice for the last twenty years. She has even spoken many times to industry peers and women’s groups on the do’s and don’ts of retirement and tax planning. We use this expertise to build customized tax-efficient retirement plans that can decrease tax bills in retirement for our clients and build wealth. These tax strategies and tax savings plans enable our clients to act SMART (Save More After Retirement Taxes)!

We Speak Your Language

We are a woman-owned firm that is dedicated to serving people 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.

Straightforward Fees

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.

Connect with Debbie

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