Small Business Owners

We specialize in advising small business owners and helping them plan for the future.

Our Founder, Debra Taylor, grew up working in her family’s tax and accounting practice, Azarian and Company, which she eventually took over before starting Taylor Financial Group on her own.  This firsthand experience with advising small business clients and entrepreneurs is what makes us distinctly qualified to assist small business owners today.

Services we can assist with:


  • Setting up the Company Retirement Plan
  • Investing for the Founders
  • Goals Planning and Retirement Planning
  • Succession Planning / Buy Sell Agreements

Planning for the Future of a Small Business

Small business owners struggle with many issues.  Because each small business owner has different goals, planning for their business has to be all the more specific.  Effective financial planning for a small business could mean the difference between failure and success.  There are many things a small business owner needs to consider, but don’t.  For instance, 30% of small business owners haven’t calculated how much money they will need in retirement, and more than 75% of small business owners lack a formal plan for transferring their business to a new owner when approaching retirement*.  We are here to help you with these issues and to guide our small business clients towards thoughtful and efficient planning.

Securing Your Personal Financial Future

For many small business owners, their business is their retirement plan.  However, this all-your-eggs-in-one-basket approach can be dangerous for a number of reasons.  The primary reason for concern is that if you rely solely on the liquidation of your business to sustain you through retirement, and your business falters, your wealth goes with it.

At Taylor Financial Group, we can help you choose your retirement plan and invest your money to make sure it aligns with your goals, regardless of the direction your business takes.  On a business and a personal level, we can help determine the nature of your needs, the urgency of your needs, and the risk involved.  We can also evaluate the state of development your business is in, the state of your industry, and how your financial plan lines up with your business plan.

When all of these aspects are suitably aligned, your small business is capable of great success, and your retirement and financial future can be more secure, too.

The biggest mistake small business owners can make is to think they can do it all on their own.  By hiring a financial advisor to assist in the financial aspect of running a business, you can feel more comfortable concentrating your full efforts on running the day to day aspects of your business.  Contact us today to find out how we can help.

When Should I Start Worrying About Putting Together My Estate Plan?

Answered by Sarah Duey, JD, CFTA, CAP®, Vice President, Trust Services