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Welcome 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.

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Helpful Content

What To Do When Your Income Reaches 7 Figures

What To Do When Your Income Reaches 7 Figures

Preserve your hIgh net worth with these foundational tips.

What Is My Risk Tolerance?

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Should I Buy or Lease an Auto?

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

 

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Learn, Earn and Retire at Any Age

What can the rest of us learn from millennials’ desire to embrace all of life in the moment?

The 12 Steps to Living Confidently: Smart Debt Decisions

Here’s how you can distinguish the difference between healthy and unhealthy debt, and prevent debt from leading stress.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Infographic: Cash for Life? Lottery Isn’t the Only Way

Guaranteed income can safeguard against running out of money.

Infographic: Women Are Financially Savvy

Women Are Financially Savvy. Yet, there are still unique challenges working against women in retirement.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.

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