Priority Tax & Financial Planning

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Priority Tax & Financial Planning Specializing in serving the tax & financial needs of small business service providers and professionals.

I am your Financial Compass, providing financial direction and guidance to help you met your financial goals. Whether you are an individual or a small business such as an sole-prop, LLC, S-Corp, or Partnership, I can help you get the most from your employer benefits plan, keep as much as allowed of your income and earnings through tax planning, protect what you already have against catastrophic loss, plan for your retirement, and plan how to pass your estate to your heirs, to everyone's benefit. DISCLAIMER: Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC www.lincolninvestment.com Priority Tax & Financial Panning and the above firms are independent and non-affiliated. Tax services are not offered through, or supervised by, The Lincoln Investment Companies.

10/16/2026

Armed with a flood of online investing advice, savvy savers are on the hunt for better ways to grow their money.

10/14/2026

Everyone in the workforce needs a financial plan that’s built to absorb unexpected shocks—especially women over 50.

10/12/2026

American seniors are the fastest-growing group of renters in the country, with the number of renters aged 65 and older surging by 30% between 2013 and 2023.

10/09/2026

Here is what genuinely diversifies a portfolio now, versus what just looks like it does. Beware of the increase in AI exposure across supposedly distinct assets.

10/07/2026

In theory, AI agents could move cash to accounts with higher interest rates, potentially threatening banks’ cheap deposits.

10/05/2026

A signed revocable trust may accomplish little unless assets are coordinated, correctly titled, and reviewed when finances, property, residency, or family goals change.

10/02/2026

"Sequence of Returns Risk" is a critical threat to retirement plans; it occurs when market downturns coincide with withdrawals, forcing retirees to sell assets at a loss.

09/30/2026

Meet the “Everywhere Millionaires” proving that elite degrees aren’t a prerequisite for building massive wealth.

09/28/2026

You've probably seen the protests and spirited town halls full of concerned citizens opposing a new data center in their backyard.

09/25/2026

Credit scoring is a statistical analysis used by lenders to assess the creditworthiness of individuals or small businesses, influencing their ability to obtain loans and the terms offered.

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20 Gatehouse Road
Amherst, MA
01002

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