David A. Shaw, EA
President & CEO
Susan P. Growney, EA
Voted 'The Best' 4 Years in a Row
Wealth Management & Financial Planning
Coordinated financial planning that offers investment and advisory work along with a full range of aggregated financial services for individuals, families, and businesses to help accomplish customized goals including investing or saving for education or retirement.
*Investment and financial planning services are offered by David Shaw through his affiliation with HD Vest.
Tax Planning, Preparation, & Representation
Business Accounting & Payroll
How Income Taxes Work
A quick look at how federal income taxes work.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do your insurance needs stay the same when the nest empties?
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Understanding how a stock works is key to understanding your investments.
When considering life insurance, it's important to understand your options.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
A four-step framework for building a personal legacy.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator demonstrates the power of compound interest.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The decision whether to buy or rent a home may have long-term implications.
If you died, what would happen to your email archives, social profiles and online accounts?
Taking your Social Security benefits at the right time may help maximize your benefit.
What if instead of buying that vacation home, you invested the money?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.