Ramsey, New Jersey Financial Planning, Tax Planning and Retirement Planning Services
Debra Taylor, CPA/PFS, JD, CDFA, and wealth manager, is a resident of Ramsey, New Jersey. She knows the area inside and out, as it’s where she lives and raises her children. We at Taylor Financial Group help families looking to save for college, plan for retirement, and manage investments, among other needs. With more than twenty years in financial planning, we do more than just manage your money. We take the time to learn about you and your goals and then design a plan to help you get there.
Have you started saving for retirement yet? According to a report in CNBC (1), without an investment and tax strategy in place, many retirees will pay 25% more in taxes than they should.
At Taylor Financial Group, we love what we do and are deeply committed to helping you pursue your financial planning goals. We believe that our most important mission is to help you live the best days of your life while giving you financial confidence.
We specialize in cash flow management, investment planning, tax planning surrounding retirement, cash flow and budget analysis, college planning, estate planning, and insurance planning. Our tax and legal background allow us to handle whatever you throw our way, no matter how big or small, how simple or complex.
While we offer a broad range of services, we are especially proud of our SMART (Saving More After Retirement Taxes) services. SMART retirement and tax planning services help to reduce your taxes in retirement while extending the life of your nest egg. Depending on the stage of retirement that you are in (pre-retirement, early retirement, middle retirement, or late retirement), there are a variety of tax strategies that we can use to help you make the most of your money. In short, to be SMART, you need a customized retirement and tax plan. And you need to build that plan with us because we are the RITE team (Retirement Income Tax Emphasis)!
We would be happy to offer a 20-minute complimentary phone consultation so that we can learn about you, share our services as financial planners, and show you how we can make a difference in your life. We know Ramsey, New Jersey, so we know the issues that are facing you!
We look forward to the possibility of working together!
We Proudly Serve the Following Areas
We proudly serve these areas: Franklin Lakes, Mahwah, Oakland, Ramsey, Wyckoff, Ridgewood, Glen Rock, Saddle River, Upper Saddle River, Woodcliff Lake, Old Tappan, Allendale, Montvale, Wayne and Paramus, Bergen County, Morris County, Essex County, Passaic County, Rockland County, Orange County, New Jersey, New York, and all across the United States.