TX (512) 833-6557 PA (610) 813-2884

PLAN FOR YOUR FUTURE.

LIVE YOUR LIFE NOW.

Take your future into your hands by speaking to us now. (Tomorrow Begins Today)

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 WILL CONTINUE TO KEEP YOU IN THE FINANCIAL KNOW

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

YOUR FINANCIAL SECURITY IS OUR BUSINESS

We strive to serve our clients during the financial planning process through deep and
meaningful relationships that last for generations.

WE HELP PEOPLE RETIRE

WITH DIGNITY!

 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.

Financial Services

Our primary goal is keeping our clients’ money safe from volatile and risky investments.

Learn More

Insurance Services

Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

Learn More

Workshop Schedule

Learn More

Educational Videos

Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services

Learn More

Weekly Newsletter

IRA Blog

Market Review and Outlook

Holiday Wish List 2018: Financial Security

What’s on your loved one’s gift wish list? Are they asking for the latest technology? Fashionable apparel? A must-have toy? No matter the buzz-worthy item, what they may want consider is a gift that lasts a lifetime. Remember, it is just a matter of time before a new...

read more

Fixed Indexed Annuities FAQ

Discover our most frequently asked questions about fixed indexed annuities (FIAs). Get the answers you need to help calculate your path to retirement. What is an annuity? In the most basic sense, an annuity is a contract between you and an insurance company that says...

read more

A Retirement Recipe for a Hearty Turkey Day

Coming to you from the Indexed Annuity Leadership Council (IALC) is a new recipe to add to your Thanksgiving menu. We all have our Thanksgiving favorites, from turkey to stuffing, to sweet potatoes, pumpkin pie, and more. But as you sit around your table reflecting on...

read more

IRA CONTRIBUTIONS & QCDS: TODAY’S SLOTT REPORT MAILBAG

By Andy Ives, CFP®, AIF® IRA Analyst Question: Mr. Slott, My spouse turned 70 on June 27th, 2018, so in December 2018 she will be 70 ½. She would like to complete a Qualified Charitable Distribution (QCD). Does the QCD need to be dated from December 27 to December 31,...

read more

POST DEATH PLANNING FOR IRAS WITH MULTIPLE BENEFICIARIES

By Jeremy T. Rodriguez, JD IRA Analyst One piece of advice we commonly reiterate is, when you inherit an IRA or other retirement plan asset, touch nothing! That’s because many transactions cannot be undone, and the IRS rarely grants relief simply because the taxpayer...

read more

October 2018 Market Review and Outlook

U.S. stock markets closed out the month of October with the largest monthly losses we’ve seen in more than six years. All of 2018’s gains were essentially wiped out over just a few days of trading. Bond markets have been hurt all year as interest rates have continued...

read more

August 2018 Market Review and Outlook

The US equity markets closed the month of August with gains despite apprehension concerning trade policy. The S&P 500, NASDAQ, and Russell 2000 all reached new highs during the month. The S&P 500 had its best August performance since 2014, while the NASDAQ posted its...

read more

July 2018 Market Review and Outlook

The US stock markets rose during the month of July as mostly strong corporate earnings trumped weakness in Technology shares. Additionally, fears of a prolonged trade war with China eased a bit as news reported that Treasury Secretary Steve Mnuchin and Chinese Vice...

read more

CEDAR PARK, TX OFFICE MAP

MEDIA, PA OFFICE MAP

MARBLE FALLS, TX OFFICE MAP