Financial Planning

Comprehensive Planning Based on Values

Wikipedia says, "a financial plan is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict future income, asset values and withdrawal plans".  What about your goals, your values?  Financial planning is not a one size fits all.  Big companies and average planners have fancy computer programs and algorithms that spit out plans that are based on the averages not the individual.

Most financial planners are focused on the "Magic Number" you need to attain to have the sufficient assets in order to sustain your retirement income.  Comprehensive planning by the Senior Tax Advisory Group team considers all aspects of your retirement income needs including, Taxes, Longevity Risk, Inflation Risk, Deflation Risk and much more.

Request a meeting with one of our advisors and move one step closer to securing your retirement futre.

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Client retention rate speaks of the level of service and the integrity of a company and ours says it loud and clear.  We believe our clients stay with us because we serve each one of them equally providing a team approach that is not equaled in the industry.

Are you ready to move one step closer to securing your retirement future?

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