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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Charitable Giving Can Be a Family Affair
Discover four ways to incorporate charitable giving into an overall financial plan that fulfills a family’s wish to “give back.”
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HOT TOPIC: Is the Russia-Ukraine War a Threat to the Global Economy?
Explore the potential impact of the Russia-Ukraine conflict across global markets, including supply disruptions, higher prices, and slower growth.
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Consider a Bond Ladder for Rising Interest Rates
A bond ladder can help mitigate the effect of rising rates, generate income, and dampen the effects of stock market volatility. Learn more.
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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?
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.