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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New Fed Policy Suggests Low Rates for the Long Term
The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.
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Sequence Risk: Preparing to Retire in a Down Market
This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.
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Living Benefits Can Help Counter Retirement Risks
Optional riders that add living benefits to annuities might help retirees address two financial risks: outliving their savings and paying for long-term care.
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HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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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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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.