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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Car Affordability

How much can you afford to pay for a car?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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Newsletters

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

Another Update on the History of the AMT

The future of the AMT is nothing but uncertain. Therefore, it is important to consider the potential effect of the AMT on your tax liability in the coming years.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

HOT TOPIC: Michael Jackson's Eccentricities Did Not Extend to His Estate Plan

Critics are calling Michael Jackson's estate plan a hit. What did the King of Pop do right?

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