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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

    • This Valentine’s Day, join the Indexed Annuity Leadership Council (IALC) in spreading the love for[...]

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      THE MISUNDERSTOOD FIA

      February 8, 2018

      In recent years, we have seen an uptick in the interest of fixed indexed annuities (FIAs), but there[...]

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    • Roth IRAs have been around for 20 years now. Lots of taxpayers have taken advantage of the tax-free [...]

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      Question: I have a client who has some after-tax contributions in an IRA, along with pre-tax [...]

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      1 of page 92

    • December Market Review and Outlook

      While the year didn’t officially end until December 31st, the markets broke out the party hats early to celebrate at the market close on Friday, December 29th. And deservedly so, as they [...]

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      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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