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Learn MoreWelcome to Bonanno Financial Advisors, LLC
Since 1987
Bonanno Financial Advisors LLC is family owned and operated. We chose a grapevine for our company logo because advisor-client relationships are personal and cultivated over time. Using a multi-generational recipe, our family has been making homemade wine for over twenty years. The process of making wine is similar to financial planning. Both require knowledge, commitment and faith.
At Bonanno Financial Advisors LLC, we know that financial planning is not just about money. It involves managing finances in concert with values and purpose in life. In essence, we strive to assist clients in maintaining a fruitful balance.
Contact UsHelpful Content
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.