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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Disability Income Insurance

How much Disability Income Insurance do you need?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Car Affordability

How much can you afford to pay for a car?

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Newsletters

Can You Count on Disability Income?

Disability income insurance replaces a percentage of your salary if you should experience a disability that makes it impossible for you to continue working.

Investing Can Be Funds

The popularity of mutual funds is not surprising, considering the benefits they can offer to investors. Some of these benefits could help make mutual funds an important part of your portfolio.

A Question of Identity

Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.

Will Going Green Grow Green?

About one out of every nine dollars under professional management in the United States is already invested according to socially screened criteria. There are several key questions to ask yourself when considering how this rising tide could affect your portfolio.

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