About Taylor Financial Group
We educate and empower our clients to take control of their future in a “SMART” (Save More After Retirement Taxes) way.
Our goal at Taylor Financial Group, LLC 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).
Taylor Financial Group, LLC is an independent wealth management firm located in Franklin Lakes, NJ that specializes in serving affluent women and their families, high net worth families, and small business owners. We have more than twenty years of experience in wealth management and use our diverse tax and legal background to provide objective, comprehensive, and unique financial solutions to all of our clients. In 2020, we had a 100% client retention rate!
We view your wealth as a tool to help you get the things you want out of life.
We love what we do and are deeply committed to every single client. Because we serve less than 100 families, every client has a personal relationship with our team and they are all special to us.
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.
Based on her tax training, Debbie is experienced in taxes and retirement planning. She has published many articles in this area for other financial professionals, she is often quoted in national publications, and she speaks frequently to industry groups on the “dos and don’ts” of retirement and tax planning.
Hear Debbie discuss how effective communication can help you live the life of your dreams.
Our Mission is to guide our clients on their journey towards well-being and a prosperous life.
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.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.