Debra Taylor Pfstm
Paying taxes could be your largest expense in retirement. Shouldn’t you have an expert to guide you?
- Role
- Managing Partner and Chief Tax Strategist at Carson Wealth
- Location
- Franklin Lakes, NJ, US
- LinkedIn followers
- 500 followers
About Debra Taylor Pfstm
I am the Managing Partner and Chief Tax Strategist at Carson Wealth in Franklin Lakes…
Experience
Managing Partner and Chief Tax Strategist
Jan 1998 — Present
Endorsements received on this profile may or may not be from a verified client, and as such may or may not reflect real-life experiences of individuals who used our services. Individual results vary, and CWM LLC does not claim, nor should the reader assume, that any individual experience recounted are representative of what anyone using our services may experience.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. Carson Wealth is an independent wealth management firm located in Franklin Lakes, NJ that specializes in high net worth families, independent women and small business owners. We have more than twenty years of experience in wealth management and use our diverse tax and legal background to provide unbiased, comprehensive, and unique financial solutions to all of our clients with the help of WealthMatch, our personal financial management experience.At Carson Wealth, we intentionally limit our focus to high net worth clients so that we can provide our clients with the appropriate attention and highest level of service possible. We also specializes in advising Independent Women who are experiencing life transitions, such as career transition, divorce, illness, or the death of a loved one, and we help women understand their wealth and navigate their future.At Carson Wealth, we offer two things that you can’t get anywhere else: our experience and our personal touch. Because we serve less than 100 families, every client has a personal relationship with our team and they are all special to us. We love what we do and are deeply committed to every single client. Mission Statement: To guide our clients on their journey towards well-being and a prosperous life.Hyperlink to the FINRA website: to the SIPC website: Franklin Avenue, Bldg C, Ste 202, Franklin Lakes, NJ 07417
Education
Cornell Law School
Juris Doctor, Law
1987 — 1990
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