Services

How We Can Help

Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.

Retirement assets can be exposed to four major financial risks:

  • Market Risk
  • Withdrawal Rate Risk
  • Longevity Risk
  • Medical Expenses/ Long-Term Care Expenses

We can help reduce these risks through a wide range of services, including:

Wealth Management

Our wealth management process strives to reflect all of your financial goals and characteristics while simplifying your financial life.

LEARN MORE

AssetLock

AssetLock® is a communication tool used to help users stay informed on their retirement accounts.

LEARN MORE

Tax Strategies

We develop tax strategies that allow you to increase your spendable income now and in your retirement.

LEARN MORE

Retirement Income

No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.

LEARN MORE

Annuities

Are you in or near retirement? Learn how annuities can help generate a reliable stream of income or increase your current savings.

LEARN MORE

Life Insurance

A reliable insurance strategy could help protect you and your family from the financial consequences of major life events.

LEARN MORE

Tax Preparation

At Senior Tax Advisory Group we are a goal-driven Tax Preparer. We are responsible for, analyzing your tax data,  filing and submitting your tax returns.

LEARN MORE

Income Strategies

Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.

LEARN MORE

Investment Strategies

Investing is about proper planning to achieve your financial goals: retirement, paying college, or just providing for your family.

LEARN MORE

Risk Management

Learning how to preserve your wealth in retirement and minimize your risk is something that many financial planners avoid, not Senior Tax Advisory Group.

LEARN MORE

Money Management

One of the keys to a reliable financial strategy is spending less than you take in, and then finding a way to put the excess to work.

LEARN MORE

Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

LEARN MORE

Insurance Reviews

Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy.

LEARN MORE

Long-Term Care

Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.

LEARN MORE

Lifestyle Planning

Lifestyle matters look at how to balance work and leisure efficiently, how to make smart choices for the future, as well as many other items regarding how to help you enjoy the journey.

LEARN MORE

Social Security Optimization

We can help you understand your Social Security benefits and educate you on how to maximize those retirement benefits.

LEARN MORE