Saddle River, New Jersey Financial Planning, Tax Planning and Retirement Planning Services
Debra Taylor, CPA/PFS, JD, CDFA, Wealth Manager, is a lifelong resident of Bergen County, New Jersey. By working and living in the Saddle River, New Jersey area, she has become well-informed about the ins and outs of life in this area and can assist high-net-worth investors, single women, families and small business owners in planning for retirement distributions with a focus on tax planning and managing their portfolio of investments. Debra Taylor and Taylor Financial Group particularly specialize in retirement distribution planning and helping to decrease taxes in retirement.
In business for over 20 years, we are able to handle whatever a client throws our way, while still maintaining a close personal relationship with all families and clients we assist. Your vision is our mission and we strive to help you live the life of your dreams all while giving you financial confidence.
At Taylor Financial Group, we love what we do and are deeply committed to helping you pursue your goals. 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 allows us to handle whatever you throw our way, no matter how big or small, how simple or complex. We know the Saddle River area, so we know the issues that are important to you!
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 different 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 love to speak to you and learn more about your financial goals. Click the button below to schedule your complimentary 20-minute phone consultation with a financial planner. On the call, we can provide more information on our services as they fit your financial needs and help you understand how working with Taylor Financial Group can help you live a better life.
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.