Wyckoff, New Jersey Financial Planning, Tax Planning and Retirement Planning Services
Debra Taylor, CPA/PFS, JD, CDFA, Wealth Manager, grew up in Wyckoff, New Jersey. As a lifelong resident of Bergen County, New Jersey, she understands your needs and can assist families, independent women, high-net worth investors and small business owners with their financial planning needs. As a financial planner, Debra Taylor and Taylor Financial Group focuses on decreasing taxes in retirement, diversifying investments, and in helping clients save money to fund their children’s 529 college savings plan, among other services. Debra Taylor has owned Taylor Financial Group for over 20 years and during that time, we have developed personal relationships with our clients that are very special to us. We believe that our most important mission is to help you live the best days of your life while giving you financial confidence.
46% of retirees wish they had planned better for taxes in retirement, according to CNBC (1). Do you have a plan? If not, that’s all right, because that is what we do!
At Taylor Financial Group, we love what we do and are deeply committed to helping you pursue your financial 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 Wyckoff, New Jersey area, and all the issues that matter 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 financial 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)!
Please schedule your 20-minute complimentary phone consultation below so we can get an understanding of your current financial situation, share our services with you and help you understand the value and difference we can bring to your 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.