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    • WELCOME TO SENIOR TAX & INSURANCE ADVISORS

      A FEW WORDS ABOUT US

      STA is committed to providing our clients with the best retirement solutions for their financial and lifestyles goals. We assist clients by taking the complexity out of their retirement planning and assuring their individual retirement plans will work for them AND their loved ones.

      Our company’s experienced specialists provide clients with a full spectrum of experience. Our team includes financial planners, licensed fiduciaries, tax specialists, CPAs, insurance experts, asset management professionals, Social Security experts, and estate and trust attorneys. We are here to ensure our clients fully comprehend their retirement opportunities, so they have enough inflation-adjusted guaranteed retirement income…no matter how long they live, along with well-crafted estate plan strategies to ensure their wishes are properly executed.

    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    • WEEKLY NEWSLETTER

    • IRA BLOG

    • Market Review and Outlook

    • 2 Huge Things People Get Wrong About Retirement

      So much for the "golden years." Some 28% of recent retirees complain that life is actually worse in[...]

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      Retirement in 2017: 5 Stats Everyone Should Know

      Here's the state of retirement saving in the U.S., and what to do if you need to catch up. If you [...]

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      1 of page 23

    • Rothification?

      October 16, 2017
      Rothification?

      Rothification is a term that is being tossed around a lot as tax reform takes center stage in [...]

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      Are You Over 70.5 Years Old and Still Working? Take Advantage of These Benefits: This Week’s Q&A

      This week's Slott Report Mailbag looks into 403(b) plans, RMDs, still-working exceptions, and [...]

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      1 of page 66

    • September Market Review and Outlook

      September has historically been the worst month for the stock market, but this year was an exception.  US stocks finished the week, month, and quarter on a high note, with the S&P 500, [...]

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      August Market Review and Outlook

      Volatility returned to the markets in August, as a mid-month slump led the S&P 500 down from yet another all-time record high close on August 7th. Concerns about North Korea’s missile launch[...]

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