Other Services

At Tax & Financial Advisors, Inc., we focus on serving the accounting and financial planning needs of our diverse clientele. We believe that, with careful planning, you can overcome any financial obstacle. Our experienced and versatile staff can help you to assess your financial needs and develop a plan to achieve financial security and face any challenge life brings. From detailed accounting to investment review and analysis to education, retirement, estate planning, and notary services, we can help you to achieve your goals.

Retirement Planning Services

It is never too early to start planning for retirement if you want to maintain your current lifestyle, or achieve an even better one. Careful planning helps you avoid common pitfalls and retirement planning mistakes and puts you on a solid footing to ensure that your retirement lives up to your expectations. At Tax & Financial Advisors, Inc., our retirement planning specialists listen to your objectives and goals, evaluate your current circumstances, and collaborate with you to formulate a comprehensive, achievable retirement plan. We compare the relative benefits of stocks, bonds, and other retirement assets, and explain the differences between retirement plans, including standard IRAs, tax-deferred annuities, and Roth IRAs. No matter where you are now – whether just starting out or close to retirement age - Tax & Financial Advisors, Inc. can analyze your projected income and expenses and suggest investment funding techniques to help put you on the road to achieving your retirement dreams.

Estate Planning Services

You have worked hard to achieve success and build wealth, and comprehensive estate planning is a common-sense way to ensure that your hard-earned assets and the people you love are both protected in the future. Effective estate planning is critical to conserve your assets, both for you to enjoy in retirement and for the next generation, and to minimize the impact of estate and inheritance taxes on your beneficiaries. Tax & Financial Advisors, Inc. has the knowledge and experience to help you formulate a successful plan for the future. We can review your financial position, recognize and minimize or eliminate potential liquidity issues caused by federal and state estate taxes, and employ a wide array of instruments such as trusts and charitable entities to maximize your assets and protect your beneficiaries.


Securities offered through Cabot Lodge Securities LLC [CLS]. Member FINRA/SIPC

Advisory services offered through CL Wealth Management LLC [CLWM]

FINRA's BrokerCheck

200 Vesey Street, 24th floor, New York, NY 10281, 888.992.2268

Tax & Financial Advisors, Inc. is not controlled by or a subsidiary of Cabot Lodge Securities LLC.

This does not constitute an offer to buy or sell any security. Investments in securities may not suitable for all investors. An investment in any security may involve risk and the potential loss of your initial investment. Investors should review all “Risk Factors" before investing. Investors should perform their own due diligence before considering any investment. Past performance is not indicative of future results. Investment products, Insurance and Annuity products are not FDIC Insured/Not Bank Guaranteed/Not Insured by any Federal Government Agency/May Lose Value.

Certified Financial Planner Board of Standards, In. owns the certification marks CFP®,CERTIFIED FINANCIAL PLANNER™ and in the U.S