¤ 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

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: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

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.

Investor Emotions and Where to Find Them

Anyone who has watched the stock market for any length of time knows it is subject to two key investor emotions: greed and fear.

More Newsletters →