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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
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Building Your Legacy
A four-step framework for building a personal legacy.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.