Broker Check

How Can We Help You?

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.

Our Process
Our History
Our Values

Retirement & Income Strategies

Will your money last as long as you do?

  • Lifetime Income Planning
  • Fixed Annuities
  • Fixed Index Annuities

Estate & Legacy Strategies

What will it take to keep your family in its own world? How can your business live on without you?

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

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.

Financial
Strategies

Some of the tools that we use:

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

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