EMPOWER WEALTH & Tax LLC is an independent registered tax and retirement income investment advisory firm with a unique approach to achieving client goals. Founded in 2005 as Senior Tax and Insurance Advisors, LLC and later added Donato Wealth Management in 2016 to become EMPOWER WEALTH & Tax. Unlike many firms, special attention has been given to ensure that clients are educated and involved in all aspects of their Individual Retirement Income Planning, Investment, and Legacy decisions.
Our team of professionals have been serving clients for over 17 years. Here are some of the Complementary Services we provide:
- Tax-Efficient Social Security Maximization Strategies
- How to Minimize Taxes on your Benefits
- Full-Service Accounting and Tax Dept.
- Comprehensive Insurance Platform
- Investment and Tactical Portfolio Management
- Reduction of Market Risk with Maximum Return
- Tax-Efficient Retirement Income Planning
- Long-Term Care Planning – Medicaid Guidance
- Will and Trust Planning
- Generational Transfer Planning
- Charitable and Philanthropic Strategies
Unlike many firms, we integrate financial expertise, tax and accounting along with real-life expertise into a single advisory service to educate clients on every financial decision. It’s a proven approach we call EMPOWER SOLUTIONS.
We look forward to serving you.
Email Address: inform@empoweringretirement.com
Phone: 512.833.6557
