Taylor Financial Group, LLC

Taylor Financial Group, LLC is a financial services firm dedicated to providing comprehensive portfolio management integrated with tax, financial, and estate planning. Led by Debra Taylor, an acclaimed wealth advisor with a diverse tax and legal background, the company holds a prominent position in the industry, being part of the nationally ranked firm (Barron’s 12th ranked firm in the country). Taylor Financial is widely recognized for their expertise in portfolio management and lifetime tax planning, with Debra Taylor being a nationally known speaker and author on tax planning and portfolios, having authored over 400 articles.

The company specializes in tax planning, offering proactive services that project lifetime taxes and create strategies to minimize tax obligations while maximizing portfolio values. In estate planning, they work alongside estate planning counsel to ensure coordination with tax and financial plans, leveraging their deep tax knowledge to limit taxes and ensure proper asset distribution. Taylor Financial also stands out for its team approach, extending beyond the office to collaborate with vetted professionals, aiming to simplify complexities for clients and achieve the best results for their families.

Founded in 2000, Taylor Financial operates in the Financial Services and Wealth Management industries. While details on their headquarter location and recent investments are not available, the company's focus on tax-efficient portfolio management and estate planning presents a compelling value proposition in the financial services sector. As an investor, exploring opportunities to scale their unique service offerings and expand their client base could be of interest.