2022 – A Year Unlike Any Other

Thanks for Sticking Around!

We are Thrilled You Did! At Taylor Financial Group, our sole focus is on our clients and providing an amazing client experience to all of you. Indeed, we are proud to say that in 2022 we welcomed 25 new clients and had 99% customer retention. Over 36% of our clients have been with us for more than 10 years. And many of you have been with us for over 20 years! Welcome to our newest clients and thanks to all of our loyal clients for the many years we have been together!

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8 Legitimate Tax Loopholes You May Be Missing

3 Methods to Not Run Out of Money

What's the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.

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