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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

    • Last week, the IALC launched its interactive game Master of Retirement. Shocking new data points, [...]

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      Working in Retirement: Fantasy or Reality?

      To work or not to work? That is the retirement planning question. Let's take a closer look at this [...]

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    • This week's Slott Report Mailbag looks into RMD rules and the "still-working" exception as it [...]

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      While there is a lot of focus on the proposed tax law changes that have a target effective date of [...]

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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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      September Market Review and Outlook

      September has historically been the worst month for the stock market, but this year was an exception.  US stocks finished the week, month, and quarter on a high note, with the S&P 500, [...]

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