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

¤ Bradford Winton, MBA, 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

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

More Newsletters →