Genuine Care
One of our primary goals is to develop a long-term, trusting relationship with you.
Learn MoreComprehensive Service
When it comes to service, there are things you expect, and then there are embellishments to rise above and beyond expectations.
Learn MoreBroad Perspective
Real-world insights and understanding that can help you better define your financial objectives.
Learn MoreYour financial well being is our #1 concern
We are committed to providing the finest, investment products and services, and identifying potential problems that could undermine your financial stability.
Because the financial markets and your needs are always changing, successful investment management must be a dynamic process. We will meet you on a regular basis to discuss your progress in the light of the current economic outlook. While developing a process customized financial program, we will walk you through a step-by-step process that will make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. WE can help you execute a sound financial program utilizing products and services tailored to fit your needs.
2621 Forest Road, Spring Hill, FL 34606
10 W. Jefferson St, Brooksville, FL 34601
Phone (352) 592-9833 • melisa@taxandfinancial.us
Helpful Content
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.