David A. Shaw, EA
President & CEO
Susan P. Growney, EA
Gayle L. Heffley, EA
Director of Tax & Accounting Services
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
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Regardless of how you approach retirement, there are some things about it that might surprise you.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
How long does a $20 bill last?
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator demonstrates the power of compound interest.
Use this calculator to compare the future value of investments with different tax consequences.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
When do you need a will? The answer is easy: right now.
Do you have causes that you want to support with donations? Here are three tips.
It's easy to let investments accumulate like the junk in a junk drawer.
Three things to consider before dipping into retirement savings to pay for college.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.