Planning with Purpose Rebecca Taylor on Confidence, Clarity, and Financial Futures

Financial confidence is built through knowledge, intention, and trust. This week on Women in the Driver Seat we sit down with Rebecca Taylor, AIF, CPFA, a financial consultant with Equity Planning Group, whose mission is to help individuals, families, and businesses plan for the future with clarity and confidence.

Rebecca brings deep expertise to retirement plan management, investment strategy, and fiduciary best practices. Her approach centers on education and long term planning, helping clients understand their options while aligning financial decisions with personal goals and values. She believes that when people feel informed and supported, they are empowered to make choices that serve both their present needs and future aspirations.

In our conversation, Rebecca shares how she guides clients through complex financial decisions and why thoughtful planning looks different at every stage of life. She discusses the importance of transparency, trust, and building strategies that evolve as circumstances change. Her work reflects a commitment not just to financial growth, but to peace of mind.

Beyond her professional role, Rebecca is deeply invested in the Toledo community. She serves on nonprofit boards and supports initiatives that strengthen families and expand access to essential resources. Her dedication to service reflects the same values she brings to her clients every day.

Rebecca’s story is a reminder that financial planning is about more than numbers. It is about building confidence, creating opportunity, and supporting a future that reflects what matters most.

👉 Watch now to hear how Rebecca Taylor helps individuals and families plan with purpose and move forward with confidence.

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