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
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Tips to avoid checking in luggage on your next vacation.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
The true cost of raising a child may be far more than you expect.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
A four-step framework for building a personal legacy.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much you have the potential to earn during your working years.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Even low inflation rates can pose a threat to investment returns.
Smart investors take the time to separate emotion from fact.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Here’s a crash course on saving for college.
Do you know how to set up your financial goals for success? This knight does.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.