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 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.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Tips to avoid checking in luggage on your next vacation.
Your credit score may influence how much you pay for auto and home insurance.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
There are things about Social Security that might surprise you.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
There are some key concepts to understand when investing for retirement
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.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
You’ve made investments your whole life. Work with us to help make the most of them.
Understanding the cycle of investing may help you avoid easy pitfalls.
The decision whether to buy or rent a home may have long-term implications.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Would you guess that Millennials are effectively saving for retirement? Well, they are.