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1000 Bridgeport Avenue, Suite 305, Shelton, CT 06484

203-513-2890
john.gomes.ea@jsgtax.com
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JSG TAX & ASSET MANAGEMENT LLC

1000 Bridgeport Ave, Suite 305 Shelton, CT 06484
Phone: 203-513-2890
Fax: 203-533-5486
Email: john.gomes.ea@jsgtax.com

Tax and Financial Planning

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Asset Management

Preserve a legacy that will last.

Our Three-Step Process

Every action we take is based on our data-driven, 3-step process.

Assess

Data-driven analysis is the foundation for everything we do.

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Plan

Individualized strategies ensure that your goals are always a priority.

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Manage

Our comprehensive financial management means we're ready to address your every need.

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YOU DESERVE YOUR OWN FINANCIAL STRATEGY

YOU DESERVE YOUR OWN FINANCIAL STRATEGY

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

Schedule a Meeting with us

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.
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How the Federal Reserve Works

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
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A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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When Markets React

When markets shift, experienced investors stick to their strategy.
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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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Meet Our Team

Amanda Lucas

Amanda Lucas

Office Manager

Andres Flores

Andres Flores

Life and Annuity Certified Professional, LACP

Jamie DaCosta

Jamie DaCosta

Junior Accountant

Jasin Dovolani

Junior Accountant

John Gomes

John Gomes

Enrolled Agent & Financial Advisor

Thomas Plantamura

Thomas Plantamura

Financial Assistant

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Questions? Comments?

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