Taylor Financial Group, LLC

At Taylor Financial Group (TFG), we have always focused on the needs of high net worth clients, assisting with portfolio management, financial planning, retirement income, and taxes. Our goal at TFG 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). Our Founder, Lead Wealth Advisor, Debra Taylor, is a Certified Public Accountant (CPA) and attorney by training and thus is well-qualified to address these issues. In fact, well before it was popular, Debra Taylor prioritized retirement and tax planning in her practice over the last twenty years. We use this experience to manage money, build customized tax-efficient retirement plans, and then assist in the distributions so that we can help decrease tax bills in retirement with the goal of keeping more money in our clients’ pockets. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed CWM, LLC as to accuracy or completeness. To visit website of FINRA and SIPC, please copy and paste http://www.finra.org/ and/or http://www.sipc.org/ into the web address box of your internet browser. This communication is directed at DEBRA TAYLOR and addressed to [email protected],[email protected]. If you have received this message in error please delete and ignore.