Taylor Financial Group

Taylor Financial Group specializes in providing personalized wealth management and financial advisory services to clients across the United States. The firm focuses on helping individuals, particularly affluent women undergoing life transitions, to define and pursue their vision of true wealth. By offering comprehensive services such as Social Security analysis, cash flow analysis, and retirement planning, Taylor Financial Group assists clients in navigating their financial futures. The business operates on a client-centric model, aligning wealth management strategies with individual goals through their customized WealthMatch process. Revenue is generated through advisory fees and financial planning services.

Keywords: wealth management, financial advice, affluent clients, retirement planning, Social Security analysis, cash flow analysis, life transitions, WealthMatch process, financial advisors, U.S. market.