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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Newsletters

Variables You Can Count On

One way to pursue gains in the stock market while also limiting downside risks is through the use of living benefit guarantees that are offered with some variable annuities (for an additional cost).

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

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.

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.

More Newsletters →