Our Philosophy

At Dana Vutera & Associates, Inc., we believe that one size doesn't fit all because you and your situation are distinct. We ask questions to help better understand your goals and aspirations, take the time to listen, and help you to plan for a more successful future. At the end of the day, we specialize in retirement income planning, estate and legacy strategies, and small business solutions.

Services Offered

We specialize in retirement income planning, estate and legacy strategies, and small business solutions.
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Client Journey

Learn about the process we will go through to help reach your financial goals from beginning to end.
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Who We Work With

Do you want to leave a legacy? Are you ready to take an action for change? Let us work with you!
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Is your financial house in order?

Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of a catastrophe or serious illness, disability, or death, having your documents organized together will immediately provide vital, timely information to both your family and professional advisors.

Ask yourself these questions:

  • Am I confident my retirement income planning strategy for the future will work?
  • If something were to happen to me tomorrow, is my family taken care of with life insurance?
  • Do I have a will in place to avoid conflict? How do I address estate and legacy planning?
  • Do my spouse/children know where my important papers and policies are?
  • Could my spouse handle our retirement strategy tomorrow, if I were no longer around?
  • Do I know at what age I should begin receiving Social Security benefits?

If your answer is “no” to any of these questions, then your financial house may not be in order.  Download this Vital Documents Locator and contact us so we may help.