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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 Women and Retirement 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 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

How the Federal Reserve Works

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

 

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Managing Your Lifestyle

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

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.

Your Cash Flow Statement

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Saving for College 101

Here’s a crash course on saving for college.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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