¤ Daniel C. Danese, CFP® ,CLU®, President

¤ Bradford Winton, CRPC®, Financial Planner

¤ Jeff Hall, Financial Advisor

¤ Maria Stewart, CLU®, FLMI/M, Administrative Assistant

 

 Area of Focus:    

  •  Holistic financial advice driven by our clients' unique goals and objectives
  • A coordinated approach to retirement, estate and business planning
  • Custom investment and income strategies tailored to our clients' individual needs

 
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

Newsletters

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

HOT TOPIC: Michael Jackson's Eccentricities Did Not Extend to His Estate Plan

Critics are calling Michael Jackson's estate plan a hit. What did the King of Pop do right?

More Newsletters →