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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

    • How to Find Serenity Despite Retirement Uncertainty

      “How can I feel fine?” That’s what Julie Elman, from Ohio, wants to know. Julie is [...]

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      Putting Strings on What You Leave Your Children

      How to protect beneficiaries from themselves. Billionaire Warren Buffett was famously quoted as [...]

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    • Close is Not Enough When It Comes to the 10% Penalty

      A well-known quote attributed to baseball great, Frank Robinson, says “Close doesn't count in [...]

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      Is There a Way Around the 10% Early Distribution Penalty? This Week’s Q&A

      This week's Slott Report Mailbag looks into the one-rollover-per-year rule, RMDs and the 10% early[...]

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      1 of page 54

    • July Market Review and Outlook

      During July, the markets yet again continued their march to record territories. The Dow inched closer to 22,000, yet another psychological milestone. When, not if, this level is attained, it will mark[...]

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      June Market Review and Outlook

      If you “sold in May and went away”, as the saying goes, you would have missed out on another positive month, albeit a minor one. The market proves to be resilient, and political turmoil in[...]

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