Nationally Recognized Financial Advisors with

Sophisticated Wealth Solutions

Not all financial advisors are the same. Founded and led by nationally recognized tax expert, CPA and retired attorney Debra Taylor, Taylor Financial Group is a woman-founded, woman-led firm providing advanced tax planning and customized wealth strategies in Franklin lakes, NJ and beyond. We dare to be different because we are different.

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Celebrate with us! Click here to learn more about our 25-year journey

Who We Serve

Our clients are served by a caring team led by a woman founder who is a recognized tax planning expert who is also a retired attorney with a CPA designation and 25 years of experience. Explore a few of the sophisticated solutions we’ve offered to real clients who came to us for expertise.

Women

Minimizing risk to optimize outcomes

Complex Tax Planning

Driving down lifetime taxes

Estate Planning

Advanced solutions for one couples’ complicated situation

Retirement Distribution Planning

Converting RMD stress into tax savings

Filling the Gap for Women

Taylor Financial Group is woman-owned, woman-founded, and comprised of mostly women employees. Experience the distinction of a “high touch” firm that dares to be different.

The Firm Has

25+

Years in Business

The Office is

78%

Women Employees

We Serve

81%

Women Clients

Of women seeking a financial advisor,

70%

prefer to work with a female ¹

Life Expectancy for women is

5

years longer than men ²

Of Married
Women,

7/10

Will Become Widows ³

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Welcome to Taylor Financial

We consider financial planning a “calling.” We dedicate ourselves to each and every client in a way that is very unusual in today’s fast-paced world.

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Services

What We Do

Our passion is increasing our client’s wealth by driving down their lifetime taxes. We help you define what true wealth looks like for you, put a tax-aware plan in place to help you pursue your vision, then help you and your loved ones maintain the true wealth you’ve worked hard to achieve.

Financial Planning

Because we know how difficult it is to navigate through the challenges that come with planning for retirement, we have customized our WealthMatch process to help align your wealth with your goals. We consider your timing, cash flow needs, lifestyle and, of course, taxes.

Tax Planning

Our proactive tax planning will be different from anything else you have experienced. In fact, we practically wrote the book on how to deliver these services. Our Tax SMART approach to helping you “save more after retirement taxes” will provide the flexibility to decide your own path to and during retirement.

Women & Investing

At the heart of our mission lies a deep conviction: women deserve more than just advice. They deserve a relationship of trust and understanding. In a world where male voices often dominate, Taylor Financial Group, proudly founded by a woman 25 years ago, stands ready to accompany women on their journey toward financial freedom.

Retirement Planning

We will design a plan to evaluate your current financial situation and help guide you as you work towards true financial freedom. We offer a full Social Security analysis and cash flow analysis, and provide advice on income, expenses, budgeting, and planning for the short and long term, including retirement.

Portfolio Management

Our portfolio management is anything but “cookie cutter”. We are nimble and vigilant about monitoring changing market conditions while we coordinate your portfolio with your tax planning to provide optimized strategies and results. In addition, we provide actively managed options strategies to address concentrated stock positions.

Retirement Income Planning

We provide knowledgeable tax planning guidance in all phases of retirement – from pre-retirement to the distribution phase. We’re proactive about identifying and creating strategies for tax challenges that lie ahead. From traditional IRAs to tactical Roth conversions, we’ve seen it all. And we’re ready for it. The potential lifetime tax savings can be significant.

As a client of Taylor Financial Group for 2 years now, I can honestly say there is no other financial advisor company out there that does what Debbie’s team does. Over the years I have had experience with advisors from the “Big” financial houses on Wall Street and they cannot compare to the depth of service that Taylor’s provides. The level of open communication, sharing of knowledge, education on financial vehicles, and general caring for my financial goals go above and beyond what any of those other financial houses ever provided. I highly recommend Taylor Financial Group for your financial needs. You will rest easy at night knowing that your finances are in the best of hands.

Lisa A.

A very important factor to choosing a financial adviser is how available they are. Taylor Financial goes above and beyond 9-5. From the beginning, I was assured that someone was always available to assist me. Procedures and strategies are clearly explained before they are implemented. The team is exceptional, always happy, polite, professional, and efficient. I am grateful every day that Terry McNamara, formerly of TD paired me with Taylor Financial.

Janet C.

We have known Debbie and Rob Taylor for over twenty-five years. Their honesty and integrity are beyond reproach. They understand our goals and have consistently delivered results in excess of our expectations.

Marcia & Bob F.

Debbie is the hardest working person I have ever met in my life. In addition, she’s super well educated with a law degree and CPA. She is very astute and interfaces with me as a client especially well. She’s also extremely professional and knowledgeable. Debbie has provided expert guidance on investing, the economy, and risk-taking.

Rich G.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?

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Understanding Wills & Trusts

It's easy for people to back-burner estate planning, but doing so can result in property and financial assets passing to unintended heirs in unintentional ways.

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Gifting to Your Heirs

Gifting to your loved ones now or posthumously each carries their own positives and negatives as they relate to your estate plan, taxes, your goals and your legacy.