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.
Newsletters
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Crisis Averted? Financial Help for Struggling Renters and Landlords
Read about programs that help both landlords and tenants by providing direct housing assistance for eligible renters.
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A Map for Your Family
A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include?
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Concerned About Inflation? Consider TIPS
Do you understand how Treasury Inflation-Protected Securities can help mitigate inflation risk? This article provides an overview.
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Going Green: A Fast-Growing Corner of the Global Bond Market
This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.