Taylor Financial Group, LLC

We use our diverse tax and legal background to provide portfolio management integrated with your tax, financial, and estate plans. And when you really think about it, taxes could be your highest expense in retirement. We are part of a nationally ranked firm (Barron’s 12th ranked firm in the country), led by an award-winning wealth advisor, Debra Taylor CPA/PFS™ , JD and Certified Divorce Financial Analyst (CDFA®). Much of our specialized work is so cutting-edge that we are nationally recognized for our portfolio management and lifetime tax planning on behalf of our clients. Indeed, our founder, Debra Taylor, is a nationally known speaker and expert on tax planning and portfolios, having authored over 400 articles. OUR SPECIALIZATIONS Tax Planning: Our proactive tax planning will be different from anything else that you have experienced. In fact, we practically wrote the book on how to deliver these services. We provide ongoing tax planning throughout the year, projecting out your lifetime taxes, and creating strategies for minimizing your tax obligation for years to come while maximizing portfolio values. Estate Planning: We work in tandem with estate planning counsel to ensure your estate plan is appropriate and coordinated with your tax and financial plan. Our deep tax knowledge and customized financial planning augment your estate plan to limit taxes,and ensure that your assets get to the right people. Team Approach: Our curated financial planning goes beyond the typical “in office” team approach. Our team extends beyond the confines of our office — we have developed relationships with vetted professionals - in an attempt to simplify the complex for our clients and strive for the best results for their families. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. 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.