860-430-2138
michael@usafinancialandtaxservices.com
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U.S.A. Financial & Tax Services LLC

U.S.A. Financial & Tax Services LLC

50% of retirees left the
workforce earlier than planned.*

*2015 Retirement Confidence Survey, EBRI

U.S.A. Financial & Tax Services LLC

50% of retirees left the
workforce earlier than planned.*

*2015 Retirement Confidence Survey, EBRI

U.S.A. Financial & Tax Services LLC

50% of retirees left the
workforce earlier than planned.*

*2015 Retirement Confidence Survey, EBRI

  • Legacy Planning
  • Income Planning
  • Retirement Strategy & Risk
  • Generational Vault
  • Long Term Care
  • Tax Strategies

U.S.A. Financial & Tax Services LLC

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.



A Question For You




When was the last time your:

  • Financial Advisor
  • Insurance Agent
  • Estate Attorney
  • Tax Preparer

Got together on your behalf?

Shouldn't they as they're all involved in important monetary decisions on your behalf?

Legacy Planning


Legacy planning is one key element of any retirement plan and helps ensure that your legacy carries on to help your loved ones, and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on whether you’re looking to preserve assets for future use, or transfer your wealth to beneficiaries.

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Income Planning


Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At USA Financial & Tax Services LLC, we are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you make sense of tax advantaged vehicles to accomplish your retirement income goals.

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Retirement Strategy & Risk


Our organization prides itself on providing retirement strategies to Glastonbury, CT and the surrounding communities. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated strategy.

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Generational Vault


It wasn’t that long ago that managing your financial lives meant keeping track of dozens – if not hundreds – of documents like trusts, wills, powers of attorney, insurance policies, investments and more. They were squirreled away in drawers, boxes, grocery bags and who knows where else.
But thankfully, Generational Vault – your virtual safety deposit box – is an easier way to keep track of all those vital documents...

Learn More

Long Term Care

It can be beneficial to have a sound plan to be able to fund long-term care, should you need it at any point in your retirement. We are here to help you prepare for a long and comfortable retirement. Annuities are long-term insurance products generally designed for retirement income. Additional benefit riders may come included in the policy, or may only be available at an additional cost. The type of benefits provided depend on the insurance carrier, and the specific type of policy that is purchased. Life insurance may require health underwriting, and in some instances, financial underwriting...

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Tax Strategies


One essential part of preparing for your retirement is determining your tax liability and developing a strategy to minimize the amount of taxes you pay. We recommend customizing a retirement strategy that is able to take advantage of any possible tax credits and deductions...

Learn More

Our Locations

83 Wooster Heights
Suite 125
Lees Farm Corp Park
​Danbury, CT 06810
1000 Lafayette Blvd
11th Fl
​Bridgeport, CT 06604
628 Hebron Avenue
Suite 505
​Glastonbury, CT 06033
Main Office
157 Church Street
19th Fl
New Haven, CT 06510
15 River Road
Suite 15B
Wilton, CT 06897

Get In Touch

Phone: 860-430-2138
michael@usafinancialandtaxservices.com

Fax: 860-430-2803


Our Company

  • Home
  • About Us
  • Seminars
  • Contact Us

Our Services

  • Legacy Planning
  • Income Planning
  • Retirement Strategy & Risk
  • Generational Vault
  • Long Term Care
  • Tax Strategies


Our Company

All written content on this site is for information purposes only. Opinions expressed herein are solely those of USA Financial & Tax Services LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. Insurance products and services are offered through USA Financial & Tax Services LLC and Michael Alimo are not affiliated with or endorsed by the Social Security Administration or any other government agency. Investment advisory services offered through Capital Asset Advisory Services, LLC, a SEC registered investment adviser. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.