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.
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How We Do Business
We can help you create an approach that is designed to address your unique situation.
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Client Commitment
We educate our clients and take the mystery out of investing, insurance, estate conservation, preserving wealth.
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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.
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What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
College Savings
See how much you may need to save now to cover future college costs for your child.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.