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!
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Retirees traveling abroad need to know that their health insurance travels with them.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Five creative (and inexpensive) ideas for motivating your employees.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, cracking the code on bonds.
There are a few things to consider when buying or leasing your next vehicle.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.