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!
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Understanding how capital gains are taxed may help you refine your investment strategies.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Couples may be able to head off many of the problems in a marriage that money can cause.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator demonstrates the power of compound interest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The decision whether to buy or rent a home may have long-term implications.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.