David A. Shaw, EA
President & CEO
Susan P. Growney, EA
Voted 'The Best' 4 Years in a Row
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 Avantax.
Tax Planning, Preparation, & Representation
Business Accounting & Payroll
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
These food myths will really put a drain on your wallet.
What kind of auto insurance should you have? Do you know?
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Five phases to changing unhealthy behaviors.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
It’s never a bad time to speak with your financial professional about changes in your situation.
Do you know how to set up your financial goals for success? This knight does.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.