Are you getting ready to retire, or are you already there and recent economical changes have caused you concern? 

Your financial needs may have grown more complex requiring more comprehensive planning that ensures your retirement savings, income, estate plan, taxes and insurance are all working together for your best interest.  That's why we offer a no-obligation financial review meeting so you can get a second opinion.

We Can Help

Typically only the ultrwealthy get comprehensive, customized advice like what Senior Tax Advisory Group offers.  Our team of specialists and advisors work together to bring you the most comprehensive plan that covers all aspects of your retirement.

What can I expect from this meeting?

  • Introduction:  When you complete the form to the right and request your FREE financial review one of our New Client Specialists will be notified.  They will get in contact shortly to set a convenient time to meet with one of our Advisors.
  • First Meeting:  At this first meeting we will get to know you and your situation while you get to know us.  We'll have a conversation about your values and goals for your retirement and your estate.
  • Analysis:  Before the next time we get together our team will create your customized financial plan for review.
  • Presentation:  You will meet with your advisor who will present your plan in detail and answer any questions you have.

Request Your Financial Review and Get Your Questions Answered