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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The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
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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.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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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.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.