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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

    • 7 Instances When You Will Want Life Insurance for Retirement

      7 Instances When You Will Want Life Insurance for Retirement A frequent question among those [...]

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      Three key decisions to make before you retire

      Three key decisions to make before you retire When to take Social Security, how to pay for health [...]

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      1 of page 15

    • Avoid 60-Day Rollover Mistakes: This Week’s Q&A

      This week's Slott Report Mailbag looks into 60-day rollovers, IRA withdrawals, and NUAs.  As [...]

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      Quiz Yourself With These IRA Questions!

      After you’ve answered the questions below, scroll down to see the answers and see how well you [...]

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      1 of page 42

    • 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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      May Market Review and Outlook

      The end of April coincided with the completion of President Trump’s first 100 days in office. Many of the President’s campaign promises, such as the replacement of Obamacare, have yet to [...]

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