Our Best of 2016!

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

There’s no greater feeling than looking back on the past year and knowing we made a difference in the lives of others.

Each new year, we take time to reflect on the year before for two reasons.  First, we want to remind ourselves of all the meaningful things we accomplished.  And, secondly, we need to evaluate what we can do better and how we are going to improve in the new year.  That being said, let us share our Best of 2016!

Best of 2016

We performed 165 Portfolio Review Updates, 

which included 81 Portfolio Review Meetings in our office, as well as 26 review calls, 37 written reviews, and 21video-conference reviews.

Debbie attended 8 conferences and sat on 3 panels

so that she would be better able to help Taylor Financial Group provide our clients with the best possible service and experience.  At these conferences, Debbie learned new ideas and approaches, and shared industry best practices with peers.

We created 36 WealthMatch plans,

which helped us connect clients’ financial decisions to the people and things that matter most in their lives, which can help them better pursue their long-term goals.  Click here to learn more about WealthMatch and how we are helping clients live the best days of their lives!

We held our 1st Annual Golf Outing 

at the Ramsey Golf & Country Club with a total of

9 players. The winner of the day’s tournament won the grand prize, while the rest of the players each took home some goodies.  The tournament was followed by happy hour at the RGCC Lakeside Grille & Bar.

Check out pictures of the golf outing on our website.

We supported more than 10 charities and causes,

including the Heifer Organization with bio gas stoves for an entire village, The Valley Hospital with funding for various hospital programs, Montclair Kimberly Acadamy with funding for the development of Muenster Field and other projects, Royal Family Kids Camp with sponsorships for children in foster care to attend a fun, week-long summery camp, as well as many more!

To find out more about our charitable giving, check out our Giving Back page on our website.

We also collected more than 100 toys during the

holidays, making it our biggest toy drive collection EVER!

The Taylor Financial Group Team cumulatively

volunteered 428 hours of their time

to various causes, including The Valley Hospital Board of Trustees, Royal Family Kids Camp, and Youth Consultation Services (YCS), among others.

Our clients and friends have a lot to do with our success and our accomplishments.  We are happy that you can celebrate these things with us and we look forward to doing even more in 2017!  Stay tuned as we share our plans for this new year in the coming weeks.

If you have any questions, please do not hesitate to contact our office!

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.

The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Should I Open a Traditional or Roth IRA?

Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.

Financial Fitness

With the New Year here, it’s a good time to reflect on the past year—and create goals for this year. But whether or not you believe in setting New Year’s resolutions, it’s a good idea to review your finances and make sure they’re in good shape.

2023: New Year Check-In

The New Year provides a fresh start and the ability to make better decisions than years prior. Towards that end, we have provided a few important tax planning items below that we believe you should review at the start of 2023.

Carson Investment Research’s Outlook ’23: The Edge of Normal

At long last, The Carson Investment Research team is proud to officially release our 2023 Market and Economic Outlook, aptly titled Outlook ’23: The Edge of Normal. You can download the whitepaper here. As you are all painfully aware, 2022 wasn’t pretty for investors – it was the first year …
1 2 3 221 222 223