At Financial & Tax Strategies, LLC, we are dedicated to helping individuals and families secure their financial future. With years of experience in financial planning and wealth management, our goal is to provide tailored solutions that meet your unique needs. Whether you're planning for retirement, investing for growth, or securing your family’s future, we have the expertise to guide you every step of the way.

Our Services

WEALTH MANAGEMENT
We understand that you have a unique set of circumstances that shape your financial goals and objectives. Our holistic approach to wealth planning leverages the knowledge and expertise of Stifel’s experienced professionals to address all aspects of your financial situation. The financial planning process provides you the opportunity to assess financial and non-financial assets, saving and investing practices, and the ability of these to meet your stated long-term financial goals.

INVESTMENT ADVISORY
Investing is uncertain and there are many options. Planning and discipline are important for financial security. We offer customizable advisory programs to free you from portfolio monitoring.

ANNUITIES

Ensure a steady income stream for your retirement with our annuity options. We offer a variety of annuity plans to provide financial security and peace of mind.

RETIREMENT PLANNING
No matter if you're just starting your career or thinking about retirement, whether you're a business owner or an individual, always the right time to create a plan of action. We can assist you in identifying the best plan and investments to achieve your retirement objectives.

COLLEGE FINANCIAL AID

How to get your fair share! Avoid the common mistakes parents of Seniors can make when funding a college education. Gary will help you develop a plan for your investment and retirement portfolio and protect your assets from being wiped out by college expenses.

FIXED INCOME STRATEGIES
For those looking for stability and consistent returns, our fixed income strategies provide a reliable investment approach with lower risk.

Why Choose Us?

Personalized Strategies: Every client’s financial situation is unique, and we create custom plans tailored to your needs.
Expert Guidance: Our team of seasoned professionals ensures you make sound financial decisions.
Comprehensive Solutions: From investments to insurance, we cover all aspects of financial planning.
Commitment to Excellence: We prioritize your financial success and long-term security.

Take control of your financial future today!
Contact us for a free consultation and let’s build a strategy that works for you.
1-800-966-1690

Our Services

INVESTMENT ADVISORY Investing is uncertain and there are many options. Planning and discipline are important for financial security. We offer customizable advisory programs to free you from portfolio monitoring.

ANNUITIES​​​

RETIREMENT PLANNING No matter if you're just starting your career or thinking about retirement, whether you're a business owner or an individual, always the right time to create a plan of action. We can assist you in identifying the best plan and investments to achieve your retirement objectives.