Broker Check
Build Your Plan Your Preserve Your Transfer Your

Understanding Today's Financial Environment

Welcome to Settanni Financial, a private wealth management firm located in Westchester County, NY. We have been helping our clients build their futures for over 25 years. We understand that families face unique challenges as they plan for college, prepare for retirement and plan their estates. Whether your goal is securing a paycheck for life, protecting loved ones, or creating a legacy, we have a solution that will meet your needs. Our personalized service helps you focus on what matters most to you; family, career, and leisure, while we handle the rest.

Contact Us

How We Do Business

We can help you create an approach that is designed to address your unique situation.

Learn More

Client Commitment

We educate our clients and take the mystery out of investing, insurance, estate conservation, preserving wealth.

Learn More

Special Kids of NY

Special kids of New York is an organization we started 18 years ago to help local children in need of financial assistance.

Learn More

Helpful Content

Understanding FDIC Insurance

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Roth 401(k) vs. Traditional 401(k)

Roth 401(k) vs. Traditional 401(k)

Compare Roth and traditional 401(k) options to see which may work better for your situation.

Debt-to-Income Ratio Calculator

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

 

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

Steps to Protecting a Child with Disabilities

Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.

View all articles arrow

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

College Savings

See how much you may need to save now to cover future college costs for your child.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

View all calculators arrow

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

View all videos arrow