Committed to Helping Clients Become and Remain Financially Independent
The Greenville Financial Group was founded in 2001 by John E. T. Taylor. Utilizing his MBA and more than 25 years of experience in the financial services industry, John has established a comprehensive financial services firm. GFG is committed to helping clients become and remain financially independent by creating individualized Roadmaps® specific to each client's values and goals. Our values-based planning technique helps you delegate worrying about money to us and free your time to focus on what is most important to you. Our team strives to provide exceptional, timely service and a high quality experience.
The members of the Greenville Financial Group use teamwork to give clients the highest level of experience and service. Call or e-mail John Taylor, Rick Thomas or Gina Winzinger to find out more or to schedule an appointment to experience how we may be able to help you become and remain financially independent!
Here is a look at the state of the Economy and Markets: 3Q2017
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Four vacation destinations you might never have thought of.
The uncertainties we face in retirement can erode our sense of confidence.
Lifestyle considerations in creating your retirement portfolio.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
A four-step framework for building a personal legacy.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investors seeking world investments can choose between global and international funds. What's the difference?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Here are five facts about Social Security that might surprise you.
The market is as unpredictable as the weather. We’d love to help you prepare.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Are you ready for retirement? Here are five words you should consider.