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 on the  Executive Committee 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

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

HOT TOPIC: The Personal Saving Rate: What It Doesn't Mean to You

The term "personal saving rate" can be misleading. It doesn't define "saving" in the same way that most people do. What should the personal saving rate mean to you?

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