• OUR SOLE FOCUS IS YOU!

    Our mission is to serve retirees by providing secure retirement strategies that fit our client's goals and needs. Our primary focus is to help protect our client’s principal and earned interest, while providing income that they can never outlive.

    WE HELP CREATE SOUND FINANCIAL STRATEGIES FOR THE DAYS AHEAD.

    Dedicated to enhancing both your current and future way of life.

    WHEN IT COMES TO YOUR FINANCIAL FUTURE, KNOWLEDGE IS THE CRITICAL FIRST STEP.

    We love helping our community make informed financial decisions about the days ahead.

    WE ARE CONTINUOUSLY KEEPING YOU IN THE FINANCIAL KNOW.

    By keeping you updated on the latest financial news and media!

  • 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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  • 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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  • WELCOME TO SENIOR TAX & INSURANCE ADVISORS, PLLC

    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, 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.

  • IRA Blog

    Avoid This Common SEP IRA Mistake

    A Simplified Employee Pension (SEP) is an employer sponsored retirement plan where contributions are made to employees’ IRAs. Don’t be fooled by the name! Although these plans are in fact designed to be “simplified” or less complex than other...

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    How to Pay No Tax on Your Capital Gains Using a Free Step-Up in Basis

    In order to encourage investments in companies, the tax code provides for the preferential treatment of capital gains (gain on property, such as a stock) if the investment being sold had been held for greater than one year. To illustrate this point, ...

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