Taylor Financial Group Firm Powerpoint

Securities offered through LPL Financial, Member FINRA/SIPC

Our Mission Statement ,[object Object]

About Taylor Financial Group ,[object Object],[object Object],[object Object]

Our Commitment to Our Clients ,[object Object],[object Object],[object Object],[object Object]

Advantages to Our Clients ,[object Object],[object Object],[object Object],[object Object]

Independence – We Provide Unbiased Advice ,[object Object],[object Object],[object Object],[object Object],*Based on total revenues, as reported in Financial Planning magazine, June 1996-2008.

Personalization – Get Exactly What You Need ,[object Object],[object Object],[object Object],[object Object]

Investment Expertise - We Are Innovative Thinkers ,[object Object],[object Object]

[object Object],[object Object],[object Object],Performance - We Seek to Deliver Superior Performance Results in Every Market Cycle

Creating Your Portfolio ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Creating Your Portfolio (cont.) ,[object Object],[object Object],[object Object],[object Object],[object Object]

Financial Planning Services - “Pulling It All Together” ,[object Object],[object Object],[object Object],[object Object],It all adds up to Total Wealth Management

Retirement Planning ,[object Object],[object Object],[object Object]

Estate Planning ,[object Object],[object Object]

Insurance Planning and Protection ,[object Object],[object Object],[object Object],[object Object]

Diversification of Concentrated Holdings and Options Exercises ,[object Object],[object Object],[object Object],[object Object],We can deliver a comprehensive review of your overall financial condition on an annual basis, including any or all of these specialized areas. Because we are independent, you can be sure that our recommendations are in your best interests, and not influenced by outside factors.

Custody and Trading ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Biography ,[object Object],[object Object],[object Object],[object Object],Debra Taylor

Biography (cont.) ,[object Object],[object Object],[object Object],[object Object],[object Object]

Wealth Management Team ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Invest with Taylor Financial Group ,[object Object],[object Object],[object Object],[object Object],[object Object]

Taylor Financial Group Firm Powerpoint

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