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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 thirty 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
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.