Many women leave their financial advisor’s office confused about what’s happening with their money.
We are women serving women, so we try to do things differently at Taylor Financial Group.
Our founder is a CPA and a non-practicing attorney. In addition, we have a team that is extremely knowledgeable and cares about you. We want you to fully understand what’s happening with your money at every stage of your financial journey. We have received awards and accolades throughout the years for our dedication to our clients, including the Women’s Choice Award* for our passion for educating and empowering women. And, we want to understand your needs and dreams so that we can serve as your guide for life’s big decisions because we want to help you live life to the fullest.
HOW WE HELP
Statistics show that 90% of women are or will be solely responsible for their finances at some point in their lives.*
Unfortunately, some women often do not know where to turn for trusted advice, nor do they know the right questions to ask. In a male dominated industry, Taylor Financial Group is a woman-owned firm ready to educate and empower women to take control of their future. We advise affluent women who are seeking financial guidance and advice. We also advise women who are experiencing one of life’s many transitions. Whether it be a sudden inheritance, liquidity event, divorce, or the death of a loved one, we help women understand their wealth and navigate their future.
No matter what stage of life a woman is in, we are very aware that what one woman wants can be very different from what another wants, and we approach each relationship with that understanding.
Women & Investing
Debbie has been awarded the Women’s Choice Award for nine straight years!
The Women’s Choice Award is the only recognition program for advisors who are committed to serving their female clients and reaching the women’s market. This recognition demonstrates Debbie’s commitment to her clients, while highlighting the passion Debbie has for educating and empowering women to take control of their future.
Let us help you!
Why Women are Different
Although it can be difficult to generalize, the biggest difference between men and women investors is that women are more goal oriented than men.
Although it can be difficult to generalize, the biggest difference between men and women investors is that women are more goal oriented than men. According to Kathy Murphy, President of personal investing at Fidelity, “Women have long-term goals, and they stick with the plan.” Women concentrate their efforts on saving and investing for their children’s college fund or retirement, rather than trying to outsmart the market. This is good news, especially because due to women marrying later, divorcing more, and often outliving their spouses, 85% of women will possess sole control over their finances at some point in their lives.
However, the reality is that women still face many challenges. On average, women spend 12 years out of the workforce caring for children, earn less money than men, possess less in savings than men, receive less in retirement and Social Security benefits than men, and live 5 years longer than men. Due to a combination of all these factors and more, women are considerably less likely than men to actually be saving for retirement (55% vs 65%), and as a result are more concerned than men (75% vs 68%) about their ability to meet their retirement goals.
Unfortunately, the bottom line is that women are not confident when it comes time to assume the full responsibility for protecting their family’s assets. Although women are also more likely than men to receive help from a financial advisor, women don’t often know where to find trusted advice or don’t know the right questions to ask. At Taylor Financial Group, our principal Debra Taylor understands the unique struggles that women face and works to help women through their difficult times. We possess experience in helping women through a variety of life transitions, including career transition, divorce, illness, or the death of a loved one. We use our background in investment planning, estate planning, retirement planning, and tax planning to help women navigate their futures and to provide women with personalized, goals-based plans. No matter what stage of life a woman is in, we are aware that what one woman wants can be very different from what another wants, and we approach each relationship with that understanding.
Debbie has a keen understanding of women’s unique needs and she has a passion for educating and empowering women to take control of their future.
“Five Reasons Women Are Taking the Lead In Financial Planning” Forbes.com. Daniel Choi. August 8, 2017. https://www.forbes.com/sites/forbesfinancecouncil/2017/08/08/five-reasons-women-are-taking-the-lead-in-financial-planning/?sh=45ed558a3500