Services Offered

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.

Retirement Income Strategies

  • Fixed Annuities
  • Fixed Index Annuities

Estate & Legacy Strategies

  • Term and Cash Value Life Insurance
  • Single Premium Life Insurance
  • Fixed Index Universal Life Insurance

Financial
Strategies

  • Roth IRA
  • SEP IRA
  • Traditional IRA
  • 529 College Savings Plans
  • Small Business Solutions
  • 401(k) Planning
  • Profit Sharing
  • Mutual Funds