Robert Dains was named a Five Star Wealth Manager by Connecticut Magazine, December, 2011
My Mission Statement:
“Preserving and building my clients’ wealth through planning and portfolio management.”
As a Certified Public Accountant and a Certified Financial Planner, I am uniquely qualified to address all of your planning concerns. In addition to these certifications, I am a licensed insurance and investment professional. Affiliated with HD Vest Investment Services SM, I offer unbiased and objective advice without corporate demands on investment alternatives.
Email or call now to schedule a complimentary initial consultation to discuss your financial needs and concerns.
The best way to know the future is to plan it!
Helpful Content
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
4 Reasons for the Return of Market Volatility
Why have the markets been so volatile recently?
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.