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!
Rightsizing for Retirement
What does your home really cost?
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Tips on insuring your teen driver.
These food myths will really put a drain on your wallet.
It sounds simple, but paying yourself first can really pay off.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you should be saving for college.
Enter various payment options and determine how long it may take to pay off a credit card.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Smart investors take the time to separate emotion from fact.
If you died, what would happen to your email archives, social profiles and online accounts?
How do the markets usually react to elections? Was the 2016 election any different?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Why are 401(k) plans, annuities, and IRAs so popular?