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, as of June 30, 2019: J.P.Morgan's Guide to the Markets ®
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
How Income Taxes Work
A quick look at how federal income taxes work.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
A four-step framework for building a personal legacy.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Estate conservation is too important to put off. Do you have a smart exit strategy?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Are you ready for retirement? Here are five words you should consider.
If you died, what would happen to your email archives, social profiles and online accounts?
Here’s a quick guide to checking to see if you have unclaimed money.
What is your plan for health care during retirement?