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.
Will your money last as long as you do?
What will it take to keep your family in its own world? How can your business live on without you?
Life insurance is the most unique financial tool ever devised, and it has no equal for creating money, almost out of thin air, when it’s most needed. Although life insurance can’t replace a beloved parent or spouse, trusted business partner, or valued employee, it can go a long way toward filling the financial void created by that person’s sudden absence.
Some of the tools that we use: