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
We educate our clients and take the mystery out of investing, insurance, estate conservation, preserving wealth.Learn More
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Making the most of surprises is a great reason to work with us.
Retirement Plan Choices for Small Businesses
Retirement choices can be intimidating. Picking the right strategy.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
A few strategies that may help you prepare for the cost of higher education.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
The true cost of raising a child may be far more than you expect.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Here's a breakdown of how the federal government spends your tax money.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Here is a quick history of the Federal Reserve and an overview of what it does.
Investors seeking world investments can choose between global and international funds. What's the difference?
Taking your Social Security benefits at the right time may help maximize your benefit.
What does your home really cost?
Do you have causes that you want to support with donations?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.