Legacy Financial Planning

"Don't wait until you're thirsty to start digging a well"    -unknown

Dano W. LoPresti, CFP, ChFC   Certified Financial Planner & Chartered Financial Consultant

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We are an independent financial planning and investment firm that delivers peace of mind to entrepreneurs and their families.  We work to protect and increase our clients' assets while providing for their comfortable retirement, their legacies and the retirement needs of their employees.

We know finding the right financial advisor can be difficult, knowing who to trust.  It is our goal to build a long lasting relationship with those we work with.  A foundation built on communication, trust and confidentiality; a relationship that you find to be comfortable and rewarding and one you would share with your family, friends and collegues.

Be sure to check out the link "Great for IRAs and 401k Rollovers"

Thank you for visiting   -Dano

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

More Calculators →

Newsletters

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

More Newsletters →