Insights

Posted on June 3, 2019

Taylor Financial Group Wraps-Up Their Spring 2019 Community Workshop Tour After Educating Over 250 People

News

Franklin Lakes, NJ (June 2019)  Taylor Financial Group, LLC (TFG), a full service, woman-owned, financial advising and wealth management firm located in Franklin Lakes, NJ, continued to give back to their community by hosting several complimentary financial workshops throughout Bergen County, New Jersey and Rockland County, New York.  These workshops, which ran from February to June 2019, were all hosted by Debra Taylor, Wealth Manager, CPA/PFS, JD, CDFA, the owner and founder of TFG.

Debra has made it her personal and professional goal to give back to her community and empower the public in the process.

So far this year, over 250 people were educated by Debra on topics such as: 10 Financial Strategies For Women; How To Help Avoid The Retirement Tax Time Bomb; 10 Ways To Help Make Money With The New Tax Act; 529 College Plans – 10 Ways To Help Save Money and Send Your Child To College; 7 Tips On How To Invest With Success; and 10 Financial Tips For Making The Most Of Your Retirement.  The workshops were hosted at libraries in: Waldwick, Wyckoff, Ho-Ho-Kus, Oakland, Montvale, Township of Washington, Glen Rock, Suffern, Franklin Lakes, and Livingston, New Jersey.

Debra is very proud that the workshops have been so well received within the community.  Her effective communication skills are the reason that so many people have reserved a coveted spot in her workshops and why her company had 100% client retention in 2018.

Debra says, “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 helps change their 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.”

Debra takes this attitude to the classroom when she hosts each workshop.  She presents her information and then allows ample time for a question and answer session at the end of each presentation.

In keeping with great communication skills, Debra also recently started an AM/FM-Radio program on WGHT called “Wealth Matters”.  Tune in to hear her speak about all the things that you need to consider in building your financial future with time for listener questions on Mondays from 12-1:00PM EST on 1500AM in the local New York City/Northern New Jersey area.

TFG is currently in the process of reserving workshops for the Fall.  For more information on upcoming events, or to schedule a complimentary phone call with Debra to discuss your financial goals (or whatever else you had in mind), please visit www.TaylorFinancialGroup.com or call (201) 891-1130.

About Taylor Financial Group

Taylor Financial Group, LLC (TFG) is full service, woman-owned, independent wealth management firm located in Franklin Lakes, New Jersey, which specializes in advising affluent women and their families, high net worth families, and small business owners.  They proudly serve Franklin Lakes, Mahwah, Oakland, Ramsey, Wyckoff, Ridgewood, Glen Rock, Saddle River, Upper Saddle River. Woodcliff Lake, Old Tappan, and others in New York and New Jersey and all across the United States.  TFG has more than twenty years of experience in wealth management and with the help of a diverse tax and legal background, provides comprehensive, and custom financial solutions to all of their clients with the help of WealthMatch™, their personal financial planning experience.

Share: