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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Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
New Retirement Contribution Limits for 2026
A look at the new retirement contribution limits from the IRS.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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 Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.