Tax & Investment Advisors

Since 1992, Tax & Investment Advisors has empowered individuals to achieve financial freedom and a comfortable retirement. We are an independent financial services firm committed to providing tailored solutions that address your unique goals and protect your financial future.

Our Approach

Our comprehensive approach to retirement planning is called The Retirement Freedom Solution - a simple yet effective process designed to:

• Evaluate: We assess your current financial situation and retirement needs through a thorough analysis.
• Plan: We craft a customized retirement strategy based on your unique circumstances and goals.
• Optimize: We guide you through implementing your strategy, ensuring that your investments and insurance are aligned with your financial goals.

What We Offer

Tax & Investment Advisors offers a wide range of services to help you navigate your financial journey and secure your retirement. These include:

Retirement Planning & Investment Services

• Comprehensive retirement plans tailored to your individual needs
• Investment management and portfolio optimization
• Guidance on maximizing retirement account contributions
• Strategies to reduce taxes and increase retirement income
• Risk management solutions to safeguard your financial security

Insurance Solutions

• Comprehensive review of your existing insurance coverage
• Individualized risk assessment and recommendations
• Personalized insurance plans to address specific risks
• Guidance on navigating the complexities of Medicare

Financial Education & Advocacy

• Educational workshops and webinars on various retirement planning topics
• Regular newsletters and market insights
• Personalized consultations and financial planning guidance
• Advocacy and support throughout your retirement journey

Meet the Team

Our team of experienced professionals is passionate about helping clients achieve their retirement dreams. Led by Robert A. Guy, RICP, a recognized authority in retirement planning, our team offers personalized solutions and strategies with integrity, transparency, and empathy.

Schedule a Consultation Today

Let Tax & Investment Advisors be your partner in planning for a secure and comfortable retirement. Schedule a consultation to discuss your unique needs and discover how we can help you achieve financial freedom.