Many people leave their financial advisor confused about what’s happening to their money.
We try to do things differently at Taylor Financial Group.
Our advisors are just as good at explaining our services as they are at providing 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 Change Lives.
As your trusted advisor, we’re focused on adding convenience and simplicity to your life.
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.
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’ll help figure it out and help keep you on track.
We Want to Make Your Life Easier
Our goal is to add convenience to your life and many of our services are designed to do just that. Whether providing investment management, end-to-end financial planning services or working in tandem with your other professionals, we are on your team to offer simplicity and clarity.
Your Dreams Are Important to Us
We want to understand your life so that your financial plan can be designed with your unique needs and personal goals in mind. We continually evaluate your plan to make sure you are still on track to pursue your goals because we want to provide you with financial confidence.
We help clients act SMART (Save More After Retirement Taxes)
Our goal at TFG is to decrease our clients’ taxes as much as possible in retirement in order to build wealth during their lifetime (and for generations to come). We educate and empower our clients to take control of their future in a “SMART” way.
Our principal and founder, Debra Taylor, is a Certified Public Accountant (CPA) by training and has thus been able to uniquely prioritize retirement and tax planning in her practice over the last twenty years. We use this experience to build customized tax-efficient retirement plans that can help decrease tax bills in retirement and help our clients keep more money in their pockets. Find out more here!
We Speak Your Language
We are a woman-owned firm that is dedicated to serving people like yourself. As a result, we work with you to create a WealthMatch plan that makes sense for you and your family. Once the plan is in place, we will provide you with a clear understanding of what we are doing with your money and what you can expect. We want you to know what’s happening every step of the way.
You should know what you’re paying. We explain our fee structure and the services we offer so that you have confidence that you’re receiving the value you deserve. And, we are always prepared to answer all of your questions. Click here to learn more!
Schedule a "Good Fit" Phone Call
We primarily work with high net worth clients with over $1M in investable assets (excluding real estate), who have complex situations that require our assistance. If this sounds like you and you need help beyond investment management, then schedule your complimentary “good fit” phone call now with Debra Taylor to discuss how we can help you!