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

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

Still Time for Stimulus Benefits

The American Recovery and Reinvestment Act of 2009 offers some short-term tax benefits designed to encourage consumer activity and boost particular sectors of the economy.

Is It Ever OK to Make Early Withdrawals?

There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59½.

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