Barry Gessner, CFP®

Your Independent Financial Advisor

 

Welcome to our Web site where you'll find a wealth of information designed to help you realize your dreams and aspirations.

 

At Dean Charles Associates, Inc., we encourage our clients to dream about their futures.  We believe that, with proper financial planning, "dreams really do come true."

 

We listen to our clients and always put their interests ahead of our own.  We are committed to the highest ethical standards of honesty, integrity and excellence which is why so many people look to us as their Trusted Advisor.

 

If you have a dream of a secure retirement, a college education for that special loved one, or the purchase of a home, we can help you design a plan to realize your dream.

 

Thank you for visiting our Web site and please don't hesitate to contact us for any additional information or to schedule a Free Consultation.
Calculators

Lease Interest

What's the interest rate on the lease you're considering?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Disability Income Insurance

How much Disability Income Insurance do you need?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators →

Newsletters

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

More Newsletters →