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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Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
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HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact
Paying for college can mean borrowing money or risking savings. This article focuses on financial aid and the importance of informed academic choices.
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SECURE Act Changes That Matter to Small Employers
The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.