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 Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
9 Facts About Social Security
There are things about Social Security that might surprise you.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Saving for College
This calculator can help you estimate how much you should be saving for college.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.