Senior Tax Advisors
Tax Consultant in Independence, MO
JC Grason is an independent income tax and financial services company specifically devoted to working with retirees and those planning for their retirement. We bring together a staff of specialists in retirement planning, tax planning and estate planning to aid build 'Your Foundation for a Secure Retirement' In an ever-changing climate of financial challenges, retirement can be an increasingly complex puzzle. With so much information available on every single topic, it can be confusing to know what advice to follow, often leaving you with more questions than answers.
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Senior Tax Advisors
read moreSTA is committed to providing our clients with the best retirement solutions for their financial and lifestyles goals. We assist clients by taking the complexity out of their retirement planning and assuring their individual retirement plans will work for them AND their loved ones. Our company's experienced specialists provide clients with a full spectrum of experience. Our team includes financial planners, licensed fiduciaries, tax specialists, CPAs, insurance experts, asset management professionals, Social Security experts, and estate and trust attorneys.
About Us
read moreOur mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals. Our sole purpose is to help our clients arrange their financial affairs in an efficient and effective way; to preserve their capital and obtain risk-adjusted returns consistent with their financial objectives; and, most importantly, provide them with financial freedom.
Our Team
read moreWe at Donato Wealth Management are just as good at explaining investments as they are at making them. Our clients fully understand what's happening with their money at every stage of their financial journey. We work closely with you to fully understand your particular situation, and provide access to a wide variety of products and services targeted specifically to your unique needs and goals. Each relationship and each client is distinctive, but the steps of getting started with us generally include the process below.
Our Process
read moreWe begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what goals and priorities you have. We complete a comprehensive risk questionnaire, which is essential to understanding your investment mind-set. We gather any necessary documents, policies and statements. Together with us, you will define your personal and financial goals, including timeframes. The primary objective of this stage is to help develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client.
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