Enjoy the Dream of Retirement
INCOME
We work together with our clients to help create a strategy
that fits your goals, values and lifestyle.
Get Started In
3 Easy Steps
Discover
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Evaluate
Using Your Financial Compass, we’ll examine your current financial situation and determine your retirement needs.
Plan
Receive a custom strategy to help you reach your unique retirement goals.
Welcome To
Senior Tax & Insurance Advisors, PLLC
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.
The Senior Tax & Insurance Advisors, PLLC Retirement Roadmap Process.
Financial Services
Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals.
Tax Planning
Tax planning is often a forgotten part of retirement planning. This is an important step in the planning process, which is why Senior Tax & Insurance Advisors, PLLC Advisors have in-house tax planners.
Retirement Planning
We are Senior Tax & Insurance Advisors, PLLC professionals. We take the time to get to know each of our clients.
Insurance Services
Some retirees underestimate the impact a big market loss may have on the future of their income.
Estate Planning
Estate planning and creating a legacy are on the top of most retirees’ minds. Estate planning is the art of making sure your loved ones still talk to each other after you pass on.
SENIOR TAX & INSURANCE ADVISORS, PLLC IS HERE TO HELP YOU MANAGE YOUR FINANCES SO YOU CAN PURSUE YOUR ULTIMATE GOALS.
Ready To Take
THE NEXT STEP?
For more information about any of our products and services, schedule a meeting today.
Or give us a call at (949) 888-6644
To help you better understand your financial needs or assess your current investment and retirement strategies, we post a Weekly Newsletter, IRA Blog, Weekly Market Commentary and a Monthly Market Review. We hope you find these retirement and financial blogs helpful. Click Here if you would like to schedule a complimentary review of your current financial situation.
If you knew you had guaranteed income for life as part of your overall retirement plan
What would you do?
