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
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
However exciting retiring abroad may sound, it deserves considerable planning.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
The uncertainties we face in retirement can erode our sense of confidence.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
With alternative investments, it’s critical to sort through the complexity.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are things you can do to keep yourself safe when you lose your wallet.