Our Philosophy - What Can We Do For You? - Our Values - Our Professionals -  Our Services The professionals at Senior Tax Advisory Group, Inc.  have been assisting retires and their families for over 8 years. Senior Tax Advisory Group has dedicated itself to the retirement community and is an innovative leader in this field. What this means to our clients is that all of our resources are dedicated to working with individuals in their 50's and older. We understand the unique issues that occur in each phase of retirement and offer solutions to our client's that help bring them financial security and Peace-of-Mind during their retirement years.  People that are entering retirement, or who are already retired, are seeing their life savings being eroded by taxes, inflation, and low market returns. We are living in an unprecedented period where we cannot count on market returns to build our portfolio yet individuals are retiring earlier and living longer. Without careful planning it is possible to 'outlive' your funds.  Our Advisors understand the unique issues facing retirees. We only work with individuals approaching retirement or that are already retired. Our philosophy is to help keep our client's funds as safe as possible from market downturns while allowing them to participate market growth. We also incorporate tax savings strategies to insure that all of your funds are working for you.

 
 
 The Next Generation

Advanced income concepts to help you make the most of your retirement savings!

Here at Senior Tax Advisory Group, Inc. we know that retirement is the name of the game. If you get there, congratulations! You've won the Super Bowl! Don't risk losing it to the markets ups and downs.

Over the past 5 years, our clients have seen the benefits of Darian Andreson’s comprehensive planning system and a smarter way of doing business. The benefits can be seen from a financial standpoint as well as in service and retention, and in overall customer satisfaction.

Not only do our clients see us 3-4 times per year, per account, but we also provide them with peace of mind and a one- of- a- kind service that can't be found elsewhere! Our simple to understand concepts and strategies makes us proud to serve any friends or  family they refer to us as well.

Over the years our clients have enjoyed steady returns and safety in their portfolio.

 

 Our Values

"Helping Secure Your Financial Future"

At Senior Tax Advisory Group, Inc. we believe that by providing our clients with the best possible products and services available, we will help you feel more informed and more at ease with your retirement choices. Our objective is to help you achieve all of your retirement goals, while helping to secure your financial future. 

Our Professionals

CERTIFIED PUBLIC ACCOUNTANTS - Each affiliate office has a staff dedicated to tax preparation which consists of CPA's with many years of Tax Preparation Experience. They are trained in assisting clients ease their heavy income tax burden. Clients also realize the benefit of having their income taxes reviewed by one of our tax planning professionals

TAX PLANNING - Our business focuses on advanced tax reduction planning. Many of our clients enjoy the benefits of lower income taxes. Our tax planning professionals have the experience and knowledge to aid in our quest of:

 "Helping You Secure Your Financial Future"

RETIREMENT PLANNING - Our seasoned and independent representatives have countless years of experience in providing clients with the best products and services available to help them achieve a more secure retirement.

ESTATE PLANNING - We have developed relationships with Elder Law Attorneys who specialize in estate planning for senior citizens. If you need a consultation about your will, trust, or anything of that nature, rest easy knowing your Senior Tax Advisory Group representative will put you in contact with the proper professional for your current needs.

Our team of legal, tax preparation, and financial professionals stand ready to assist you with phenomenal personalized service, ever determined to be your "One Stop Retirement Shop"

Our Services

 

Advanced Tax Planning Strategies

Income Tax Preparation

Estate Planning

Wealth Conservation

CD & Money Market Accounts

Annuities

Life Insurance

Long Term Care

401(k) Plans and IRA Rollovers

Guided by simple things such as the "Rule of 100"; your Senior Tax Advisory Group representatives draw upon a full assortment of conservative products to build a roadmap that is most suitable to your desires and needs!