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2296 Main Street
Stratford, CT 06615

Main Street Financial - Robert E. Dains, CPA, CFP® , CSEP

(203) 383-4411

 
Perception vs. Reality Estate Management 101

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 Avantax 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!

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A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

 

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Raising Healthy Children

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Money Draining Food Myths

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Alternative Investments - Going Mainstream

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You May Need to Make Estimated Tax Payments If…

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Certain Uncertainties in Retirement

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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A Look at Systematic Withdrawals

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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A presentation about managing money: using it, saving it, and even getting credit.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

It May Be Time for a Financial Checkup

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Consider These 3 Things Before Driving Off the Lot

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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