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
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This article may help you maximize the benefits of your donation for your chosen charity.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, cracking the code on bonds.
Here are five facts about Social Security that might surprise you.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
If you died, what would happen to your email archives, social profiles and online accounts?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Even low inflation rates can pose a threat to investment returns.