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 nearly 30 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, Carlos Ward or Lisa Keim to find out more or to schedule an appointment to experience how we may be able to help you become and remain financially independent!
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Here's a breakdown of how the federal government spends your tax money.
Try these activities to keep your brain sharp.
Why have the markets been so volatile recently?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
With alternative investments, it’s critical to sort through the complexity.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Bucket lists don’t have to be for tomorrow.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.