Priority Tax & Financial Planning

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United States
Amherst, MA
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.

11/02/2026

There are many potential pitfalls that a good plan can circumvent.

10/30/2026

Voters in more than a dozen states are considering tax-related amendments in November.

10/28/2026

Do you know whether you are an investor or a speculator?

10/26/2026

Millions of Americans are losing money on retirement accounts that were forced out of their old plan when they left the company. Could this be you?

10/23/2026

In Washington, the cryptocurrency industry just suffered a crushing legislative defeat. On Wall Street, the crypto-powered tokenization of financial markets is proceeding at a rapid pace.

10/21/2026

Economies around the world are showing surprising resilience to higher central bank-interest rates and government bond yields.

10/19/2026

A budget can help you spend, save, and manage your money over time. Budgeting helps control expenses, prepare for future needs, and work toward financial goals.

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.

Address

20 Gatehouse Road
Amherst, MA
01002

Website

http://www.PriorityFinancialPlan.com/

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