Dan Heitzman,CFP®,ChFC,CLU,MBA

                                                "The Bridge to Your Future"

Dan Heitzman holds the professional credentials of CFP®, Chartered Financial Consultant (ChFC), Chartered Life Underwriter(CLU) and Accredited Investment Fiduciary (AIF®).

A member of the Financial Planning Association, he earned a bachelor's degree with honors from Colgate University and an MBA from Boston College. Prior to founding StoneBridge he was a member of AXA Advisor's Sterling Group and is a member of AXA Advisor's Hall of Fame.  In addition, he is President of the Norfolk and Plymouth County Estate and Business Planning Council and is a member of the Patriot Ledger's Economic Advisory Panel.

                     A referral from you is the highest compliment we can receive.

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Newsletters

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

When Investing Pays Dividends

Aside from the potential for steady payments, dividends can be a good way to assess a company's health, quality of earnings, and future prospects.

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

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