Elisa M. Dunn

Elisa M. Dunn

Financial Services Representative
Financial Advisor

Welcome!

What exactly is “Financial Freedom?”  There is no right or wrong answer. Each person has his or her own definition.  I can tell you that I consider financial advisory strategies to be more than spreadsheets and timetables. As a Financial Advisor, my goal is to help you make informed decisions about issues that affect your financial well-being so you can achieve financial freedom. I will work with you to help you determine what’s important to you in your life. Together, we’ll create a road map to take you where you want to be. You can count on me to be your guide and most trusted advisor.

We have representatives in this office licensed and registered to offer products and services in [CA, CT, NJ, NY]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

L09078331[exp0908]
Calculators

Cost of Retirement

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

Newsletters

Social Security Quiz

Test your knowledge about Social Security with this short quiz.

Chasing Hot Performers

As hype builds, it’s easy to get caught up in the excitement, but chasing the latest investment trends may just as easily leave an investor with a big loss.

Dow Know-How

The Dow has been on a tear for many months, recently breaking 14,000. This article looks at the Dow and explains this benchmark.

The Coming Retirement Boom

In 2008, a new era will dawn that economists and policymakers have been anticipating for years with a mixture of curiosity and trepidation: baby boomers will begin turning 62, ushering in an unprecedented long-term shift in the balance between working and retired Americans.

More Newsletters →