Taxes

• Tax Planning
  Taylor Financial Group Inc. strives to identify and implement strategies intended to help you achieve your personal objectives. Using the financial planning process, we will work with you to provide comprehensive, personalized solutions to your financial needs. The broad spectrum of expertise we offer includes asset protection, estate and trust planning, retirement planning, investment advice, philanthropy, and tax planning. We work in tandem with other professionals to implement these solutions.
• Income Tax

Investment

• Investment Management
  Sam graduated from Roanoke College in 1992 and joined Taylor Financial Group Inc. as a financial planner the same year. He is a Certified Financial Planner™ and a Certified Investment Management Analyst™. Sam is a member of the Investments & Wealth Institute ( www. investmentsandwealth.org ). In his spare time, Sam enjoys playing golf and spending time with his nephew, Alex and niece, Lilly.

Planning

• Financial Planning
  We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
• Retirement Planning
• Asset Management
  After evaluating your goals and risk tolerance, we can create a personalized investment plan that is in harmony with your financial objectives. We believe that a long-term investment strategy offers the strongest potential for realizing your desired rate of return. Long-term investing minimizes risk and allows for the selection of a sound asset-allocation strategy.
• Asset Protection