A Dynamic Company Helping People Safely Secure Their Retirement Future

Since 1998, we at Senior Tax Advisory Group have one very important guiding principle; be a trusted servant to every client.

We believe the foundation to retirement planning is a good team centering comprehensive planning around taxes while giving access to a customized plan that only the ultra wealthy usually recieve.

Team

We believe that a team approach with all financial disciplines provides a more comprehensive plan than a single financial advisor can ever offer.  Our team of professional advisors work together to help you safely secure your retirement future from every angle.

Taxes

Taxes are the basis for everything we do in planning.  Most advisors will recommend you contact your CPA before doing anything.  With Senior Tax Advisory Group we have the CPA on staff, so answers to our questions are immediate.

Planning

Planning at Senior Tax Advisory Group is comprehensive; taking every aspect of your financial life into consideration.  Retirement planning is not complete when taxes, guaranteed income and your estate are not all considered.

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