Five Star award winner Debra Taylor

PROFESSIONAL PROFILE

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Debra Taylor

CPA/PFS, JD, CDFA^®, Wealth Manager

Taylor Financial Group, LLC

795 Franklin Ave Bldg C Ste 202

Franklin Lakes, NJ 07417

Office: 201-891-1130

dtaylor@taylorfinancialgroup.com
www.taylorfinancialgroup.com

Professional Approach

Mission Statement: To guide our clients on their journey toward well-being and a prosperous life.

Taylor Financial Group, LLC (TFG) is a boutique wealth management firm located in Franklin Lakes, NJ that serves independent women and their families. We have more than twenty five years of wealth management experience serving high net worth clients and people like yourself. 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. So, integrating portfolios and lifetime tax planning makes a lot of sense, doesn't it? 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.

In particular, we assist clients with proactive tax planning when preparing for retirement (or in the distribution phase of retirement). We provide annual tax projections that look out for your lifetime and identify the income tax and estate tax challenges that lie ahead. Then we design your portfolio and devise optimal tax strategies to minimize lifetime taxes and maximize wealth in retirement for you and your family. The lifetime tax savings could amount to hundreds of thousands or even millions of dollars for you and your family.

We love what we do and are deeply committed to every single client. Because we serve a select number of families, every client has a personal relationship with our team and they are all special to us. We are local to New Jersey and we are active in the community, from hosting events to sponsoring charities. We are like a family -- and as a result, we will do our best to ensure that we are your last financial advisor.

See Accomplishments

This award was issued on 12/1/24 by Five Star Professional (FSP) for the time period 3/13/24 through 10/7/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 7425 New Jersey-area wealth managers were considered for the award; 431 (6% of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 6,515, 462, 7%, 12/1/23, 3/13/23 - 9/29/23; 2023: 6,606, 407, 6%, 12/1/22, 3/21/22 - 10/18/22; 2022: 6380, 431, 7%, 12/1/21, 4/12/21 - 10/15/21; 6123, 459, 7%, 12/1/20, 3/30/20 - 10/23/20; 2020: 6210, 480, 8%, 12/1/19, 3/1/19 - 10/16/19; 2019: 6097, 477, 8%, 12/1/18, 3/21/18 - 10/12/18; 2018: 4383, 415, 9%, 12/1/17, 2/21/17 - 10/12/17; 2017: 3868, 664, 17%, 11/1/16, 2/25/16 - 10/7/16; 2016: 4143, 626, 15%, 11/1/15, 4/15/15 - 10/16/15; 2015: 5063, 672, 13%, 12/1/14, 4/15/14 - 10/16/14; 2014: 3315, 646, 19%, 12/1/13, 4/15/13 - 10/16/13; 2013: 4049, 733, 18%, 12/1/12, 4/15/12 - 10/16/12; 2012: 1312, 400, 30%, 11/1/11, 4/15/11 - 10/16/11.

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Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.