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

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Share |

Related Content

Teen Drinking and Your Liability

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Ask a Financial Professional: Prepping For Parenthood

Ask a Financial Professional: Prepping For Parenthood

As any parent will attest, no couple is ever 100 percent ready for a baby. But what if, rather than view readiness as...

The 12 Steps to Living Confidently: Retire With Confidence

The 12 Steps to Living Confidently: Retire With Confidence

There are good ways to retire and bad ways to retire. Retire the right way by better understanding Social Security.

Have A Question About This Topic?

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

View all articles

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Saving for College

This calculator can help you estimate how much you should be saving for college.

View all calculators

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

View all videos