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
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Protection. We’re obsessed with it these days.
LGBTQ workers acknowledge progress on the equal rights in employment and workplace benefits. However, there is still a long way to go for organizations to become fully inclusive and empathetic.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
These basic moves, if done consistently, can help ensure that you are fiscally fit both now and in the future.
Gain the confidence and ability to enjoy retirement the way it should be enjoyed.
It's important to insure the life of a stay-at-home parent to protect the value they bring to the family.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate your monthly and annual income from various IRA types.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Do you have causes that you want to support with donations?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
An amusing and whimsical look at behavioral finance best practices for investors.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Even low inflation rates can pose a threat to investment returns.
Do you know how to set up your financial goals for success? This knight does.