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Your Path to Financial Freedom Starts Here…

Thank you for your interest in Carson Wealth - Franklin Lakes!

We know that financial planning can feel overwhelming, especially when these decisions shape your future. That’s why we are committed to something deeper than just managing assets—we are dedicated to creating true financial freedom for you and your family. By translating complex financial concepts into practical strategies you can trust, we help you make confident decisions that open doors to the life you and your family truly want to live.

Carson Wealth office in Franklin Lakes is led by Debra Taylor, a nationally recognized tax expert whose passion shines through in everything we do. We excel at guiding women and their families through life’s financial journey with genuine understanding and care. We do not just create financial plans – we build relationships that empower you to face complex situations with confidence and clarity. By blending personalized wealth management with sophisticated tax strategies, we create a financial roadmap that is as unique as you are, reflecting your values, dreams, and aspirations.

Debbie Taylor is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWN, LLC and is in no way related to Cetera Advisor Networks or its registered representatives.

A Message From Debbie Taylor, CPA/PFS™, JD, CDFA®

Your First 90 Days and Beyond

We believe in transparency from day one.
Our client journey follows a carefully designed roadmap:

 

  • First 30 Days: Building your financial foundation
  • Days 30-60: Implementing your personalized strategy
  • Beyond 90 Days: Supporting your long-term financial journey
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Ready to Take the First Step?

Your financial journey begins with us.
We look forward to hearing from you!

Take Our 3-Minute Financial Health Assessment:

Start Your Assessment

Schedule a Consultation:

Book a complimentary 15-minute call with our team

Contact Us Directly:

Call 201-891-1130 or email [email protected]

Your Client Experience

We believe in clarity and consistency.
Here’s what you can expect when you download this guide:
  • Getting Started – We begin with a Discovery Meeting to understand your goals and see if we’re a fit.
  • Your First Plan – We create and present a personalized financial plan and investment strategy.
  • Annual Service Calendar – You’ll receive a customized calendar outlining key planning, investment, and tax milestones.
  • Ongoing Support – From regular reviews to tax planning and educational events, we’re with you every step of the way.
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