Santonocito and Associates

(425) 830-6612

Experience Matters

Over the years, I have found that a personal approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. Our advisors take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods ava... Learn More

Have A Question About This Topic?

Contact

Office:	(425) 830-6612
Fax:	(651) 436-0432

Sign up for my Newsletter

Local Weather

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Share |

Related Content

Questions to Consider When Buying a Vacation Home

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

This Is Your Brain on Retirement

This Is Your Brain on Retirement

The brain is a powerful thing, but when it comes to preparing for something that is far in the distance like retirement, it can easily be led astray — and result in some big retirement planning mistakes.

Have A Question About This Topic?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

View all articles

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

View all calculators

Principles of Preserving Wealth

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

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

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

View all presentations

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

When Markets React

When markets shift, experienced investors stick to their strategy.

View all videos