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
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Knowing the rules may help you decide when to start benefits.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
This calculator demonstrates the power of compound interest.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
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.
What are your options for investing in emerging markets?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There’s an alarming difference between perception and reality for current and future retirees.
It’s never a bad time to speak with your financial professional about changes in your situation.
That big list of dreams and goals isn't the only way to look at your bucket list.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.