David A. Shaw, EA, NTPI Fellow®
- OUR PLEDGE TO CLIENTS
- Your needs will always come first.
- You will be treated fairly, ethically, and respectfully.
- You have a right to professional and courteous service.
- You have our assurance of confidentiality.
- We are so committed to your trust that all members of our staff are asked to commit to our code of ethics, in addition to the code of ethics set forth by the professional organizations that define our industry.
How We Help
We advise, consult, calculate, invest*, hire, connect and coordinate so you get to do more of what you want to do.
(And we volunteer and support community causes, too.)
Coordinated financial planning that offers investment and advisory work along with a full range of aggregated financial services.
Planning for individuals, families or businesses to help accomplish customized goals, including budgeting, investing, or saving for education or retirement.
TAX PLANNING & PREPARATION
A combination of proper planning and professional tax preparation to help minimize tax liabilities and meet deadlines.
Assistance with all aspects of financial preparation and record keeping. Let us handle it all for you so you can focus on your business.
*These services are offered by David Shaw through his affiliation with HD Vest.
Monday - Thursday 8:00 AM through 5:00 PM
Friday 8:00 AM through 12:00 PM
Tax Season Hours (February 1 - April 15)
Monday - Friday 8:00 AM through 5:00 PM
Saturday 8:00 AM through 12:00 PM
Gateway Business Park across from Lowes
Company Name: President/CEO
Designations: EA, NTPI Fellow®