How Our Services Help You
For a full description of the ways we can help you, please click here: Taylor Financial Group Services
At Taylor Financial Group, we pride ourselves on solving our clients’ challenges by providing customized financial planning services. No two individuals or families are alike, and neither is their financial plan. We take the time to learn about your needs and goals, and then create a customized road map to help get you there. How do we do that? We consider your various resources, along with your needs (and dreams), and pull it all together in a way that makes sense 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 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 Experts)! Click here to download a Guide on Tax Planning through the Four Stages of Retirement
Is Taylor Financial Group a Fiduciary
At Taylor Financial Group, we have been acting as fiduciaries for over 20 years. Fiduciaries may be legally obligated to place the client’s interest ahead of their own in certain instances. Fiduciaries are also expected to act more transparently by disclosing their fees and how they are compensated, among other things.
We have and will always serve our clients with their best interests at heart. In fact, our principal and founder, Debbie Taylor, and our entire team, have committed to the Fiduciary Principles created by the Committee For the Fiduciary Standard, as a promise and constant reminder to our clients that we will always do what’s right for you.
Five Core Principles:
• Put the client’s best interests first;
• Act with prudence, that is, with the skill, care, diligence and good judgment of a professional;
• Do not mislead clients–provide conspicuous, full and fair disclosure of all important facts;
• Avoid conflicts of interest;
• Fully disclose and fairly manage, in the client’s favor, unavoidable conflicts.
We know that our clients are busy people. So, we coordinate with their other professionals (such as attorneys and accountants), and we maintain important documents (such as tax returns and estate documents) in clients’ WealthMatch™ electronic vaults.
In addition, we regularly hold financial empowerment workshops on various financial planning topics to help educate you on the importance of financial well-being. Information regarding our workshop schedule can be found by clicking here.
We are primarily fee-based, and we strongly believe in transparency when it comes to our fees. We know that clients are likely to be more satisfied when they understand the fees that they are paying. That’s why we have upfront and proactive conversations with prospective and current clients to discuss any and all fees that are charged to their portfolios. That being said, focusing exclusively on fees and performance and paying no attention to the many other facets that make up financial planning, is losing sight of the bigger picture.
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.