Let Life’s Dreams
Come Full Circle


Our team is committed to every angle of your retirement vision.


Our Mission

Our mission at USA Financial & Tax Services, LLC is to be your most trusted advisor team through our professional knowledge, integrity and personalized services. Earning your trust and respect is vital to our continued success.

Our company was founded on traditional values, hard work, loyalty and uncompromising quality. But what really sets us apart is our focus on risk management and the importance of tax planning within your investment strategies.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services and products to help you reach your goals.

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Mike Alimo President, Owner

Full Circle Advisors

When was the last time your financial advisor, insurance agent, estate attorney and accountant got together and talked about your finances? Has it ever happened? Do they even know each other?

Our belief is that they should be meeting together on your behalf. They are all involved in important financial decisions. We work to bring many of these services together — a full circle of advisors communicating and working on your retirement plan.


Retirement Income Strategies


Wealth Management






IRA/401(k) Rollovers


Asset Protection Strategies


Life Insurance


Tax-Efficient Strategies


Long-Term Care Strategies


IRA Legacy Planning

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Attend an
Upcoming Event

May 22
Social Security Strategies and Your Retirement Future
6:00 pm | Cromwell Belden Public Library
May 23
Empowering Women Towards and In Retirement
6:00 pm | Cassidy Hill Vineyard
May 24
Empowering Women
6:00 pm | Rose Vineyards and Winery
May 25
Social Security Strategies
6:30 pm | Lucy Robbins Wells Library

Come Meet with Us

To learn more about USA Financial & Tax Services or to schedule a no-obligation meeting, contact us today!

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By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.