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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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Helpful Content

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Lifetime of Earnings

Lifetime of Earnings

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

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

 

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

How Income Taxes Work

A quick look at how federal income taxes work.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

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Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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