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 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!
Here is a look at the state of the Economy and Markets: 1Q2018
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
It's important to make sure your retirement strategy anticipates health-care expenses.
For homeowners who think their property taxes are too high, there are ways to appeal.
Is your estate in order? This short quiz may help you assess your overall strategy.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
It's easy to let investments accumulate like old receipts in a junk drawer.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Why are 401(k) plans, annuities, and IRAs so popular?
Here is a quick history of the Federal Reserve and an overview of what it does.
The market is as unpredictable as the weather. We’d love to help you prepare.