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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

    • Annuities: Part I

      December 6, 2017

      In today’s volatile climate, investments seem to be wading in uncertain waters.  Even one-time [...]

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      Recent research by retirement income expert and former U.S. Treasury Department official Mark [...]

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    • Question: Hello, I am a financial advisor in Dallas and appreciate all the training & [...]

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      Creating a self-directed IRA is relatively straightforward. It is not a creation of the tax code, [...]

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      1 of page 77

    • November Market Review and Outlook

      Back in February, the Dow Jones Industrial Average crossed and maintained the psychological 20,000 level milestone. In November the index broke 24,000 and shows no sign of slowing. The Dow ended [...]

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      October Market Review and Outlook

      October has often been a spooky month for the markets. This past month we marked the 30th anniversary of “Black Monday”, which occurred on October 19, 1987, when the US stock market [...]

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