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
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
A four-step framework for building a personal legacy.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Four vacation destinations you might never have thought of.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
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.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
What is your plan for health care during retirement?
With alternative investments, it’s critical to sort through the complexity.
What are your options for investing in emerging markets?
What if instead of buying that vacation home, you invested the money?
The decision whether to buy or rent a home may have long-term implications.
Investors seeking world investments can choose between global and international funds. What's the difference?