Industry Changes: Investment News Interview

Watch this video to hear Debbie Taylor and Matt Ackerman of Investment News on how the financial services industry has changed and what Taylor Financial Group has done to succeed.

Empowering Women

We are helping women manage their finances and empowering them to take charge of their future with our personalized financial planning process, WealthMatch.  

Serving Women

We advise affluent women who are seeking guidance or are experiencing life transitions. Watch this video to learn more.

What Makes Us Different

Hear Debra Taylor explain why the right partner – Taylor Financial Group – can make all the difference.

Value Proposition

Hear Debra Taylor share Taylor Financial Group’s Value Proposition in this video.

Estate Planning

Do you need an estate plan? Over the next 30 years, an estimated 30 trillion dollars in wealth is expected to transfer to Generation X and Millennials. How can you protect your legacy? Watch this video to learn how you can get started with your estate plan.
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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