Most people leave their financial advisor confused about what’s happening to their money.
We try to do things differently at Taylor Financial Group. Our advisors are just as good at explaining investments as they are at making them. We know that good communication with our clients is one way we help you live your life to the fullest.
Our Personal Touch and our Commitment to our Clients Change Lives. We consider financial planning a “calling” and so we dedicate ourselves to each and every client in a way that is very unusual in today’s fast paced world. We have an experienced team serving a limited number of families so that we can provide a great client experience and the attention you deserve.
Our tax and legal background allows us to handle whatever you throw our way, no matter how big or small, how simple or complex. We will figure it out and get the job done!!
Watch this short video below to see how Debbie navigates each client’s unique situation differently:
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 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 expertise to build customized tax-efficient retirement plans that can decrease tax bills in retirement and help our clients keep more money in their pockets.
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.
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.
*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.