David A. Shaw, EA
President & CEO
Susan P. Growney, EA
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 to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A look inside the U.S. government's statistics on household net worth.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
The market is as unpredictable as the weather. We’d love to help you prepare.
Take a look at this 2017 Market Recap.
Do you know how to set up your financial goals for success? This knight does.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.