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
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Five creative (and inexpensive) ideas for motivating your employees.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Healthy habits are one of the greatest gifts to give your child.
Learn when it may not make sense to file a claim on your home insurance.
At what point can you call a personal vehicle commercial?
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
This questionnaire will help determine your tolerance for investment risk.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
What does your home really cost?
Do you have causes that you want to support with donations? Here are three tips.
Making the most of surprises is a great reason to work with us.
Even low inflation rates can pose a threat to investment returns.
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.